Relationship Manager - Mutual Funds

Company Name: ITI Mutual Fund 

Roles and Responsibilities :

• Develop and maintain relationships with existing clients to increase sales of mutual fund products.
• Identify new business opportunities through networking, referrals, and market research.
• Provide expert advice on asset management strategies to clients, ensuring alignment with their financial goals.
• Meet or exceed monthly/quarterly targets for sales performance.

Job Requirements :

• 1-9 years of experience in the financial services industry, preferably in mutual funds or related fields.
• Strong understanding of asset management principles and practices.
• Excellent business development skills, including ability to build strong client relationships.
• Proven track record of meeting or exceeding sales targets.