Relationship Manager-Mutual Fund

Mumbai Suburban
Full-Time
Junior: 1 to 3 years
5L - 6L (Per Year)
Posted on Apr 23 2024

About the Job

Skills

Mutual fund sales
stock broking
investment
Business Relationship Management
stocks
Bonds
Option Anylysis
Mutual Funds

About Us

Quantsapp is India’s leading Options Analytics platform with more than 1.3 Mn active users. We have been expanding our horizons; along with focus on options learning and research, we have also entered into Wealth Quant Analytics under Quantsapp Wealth.


For more details about our company, the link is provided below:

Website: https://www.quantsapp.com/


About the role

We are actively seeking enthusiastic go-getters to join the business team at Quantsapp. In this role, you will be responsible for helping users review and rebalance their mutual fund portfolio using our quant tools.

You will engage with our application users and facilitate a comprehensive understanding of Quantsapp Wealth’s quant tool offering for investing in Mutual Funds.


What you will work on: Mutual Fund Sales 

● You engage with potential clients digitally (over phone or video meetings) where you will have to review client’s mutual fund portfolio holdings and give your expert suggestions using our quant offering

● You will be expected to identify and convert the potential clients from the client book mapped to you by providing investment solutions to our application users

● Have good knowledge of the overall markets and use those points in your conversations with clients 

● Help clients in their onboarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements.

● You should be focused towards achieving results and meeting targets


What We Expect:

● Excellent communication skills

● Must be able to articulate complex topics seamlessly to clients

● Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service

● Prior experience preferred in sales, financial services or banks




About the company

Vibrant is a staffing firm, empowering the Industry catering to Manufacturing / E-commerce / Supply chain / Logistics / Automobile / Healthcare / FMCG / CD / Hospitality on Pan India level facilitating through sourcing of best talent from ample resources. We recognize every facet of current system and understand that every company in today's world is in need of quality talent , We understand that ...Show More

Industry

Staffing & Recruiting

Company Size

11-50 Employees

Headquarter

Gurgaon, Haryana

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