Assetmine Capital Pvt Ltd

PAN INDIA – – 5/12/2022

Salary – 2.5 to 4 Lpa

Job Title

Relationship Manager

Company Profile

  • We understand the world of Investing. We firmly believe that investments need to be planned systematically to achieve certain goals. And that’s what we try to do – we assign goal to each investment and draw a plan to achieve that goal in a systematic way. It is not the investment product but a goal that is invested in. Our robust technology platform backed by latest of technological tools and application of data analytics at various stages of investment like defining the goal, risk profiling, fund recommendation and portfolio re-balancing makes the entire process seamless, effective & result oriented.

Job Profile & Responsibilities

  • Generating leads from Open Market who are interested in becoming Distributor / Individual Financial Advisors (IFA) for Mutual Fund business.

  • Explaining MF Business opportunities and earnings to interested leads.

  • Providing training to IFAs for Business Development.

  • Preparing business plans and strategies to develop the business of IFA.

  • Planning different activities to explore better business opportunities and new developments.

  • Establishing strong relationships and communication with distributors.

  • Providing 360-degree Financial Assessment.

  • Formulating strategies for expanding.

  • Maintaining long-term relationships with existing/new clients.

  • Penetration of Wealth Management or other investment product on client’s portfolio.

  • Develop and maintain long term relationship with the new as well as existing customers.

  • Provide good quality customers Confident & Self-motivated.


Preferred Qualifications

  • Graduate/Post graduate
  • CWM certification would be an added advantage.

Desired Candidate Profile

  • Min 1 Yr selling exp of Mutual Funds

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