Relationship Manager

Job description:

Ventura is an omnichannel trading and investment platform with a network of branches, sub-brokers and Digital Channels. Founded in 1994, the company has entered the next phase of growth by pivoting to a digital-first approach and strengthening its direct-to-consumer franchise.

What you’ll need to handle:

• Proven experience in client relations, sales, and marketing within the financial services industry.
• Strong knowledge of Mutual Funds, Fixed Income, PMS products.
• Building and maintaining strong relationships with prospective and existing clients.
• Responsible for achieving revenue targets through cross selling of financial products to the clients like Mutual Funds, PMS, FD, Demat
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships.
• Detail-oriented with excellent organizational and time management skills.
• Relevant certifications such as AMFI (Association of Mutual Funds in India) certification or NISM (National Institute of Securities Markets) certification would be a plus

What makes you a great fit:

• Experience in PMS Sales of 3 years is mandatory.
• Any postgraduate or graduate from any field.
• Excellent communication skills and presentability.
• Proven track record in sales success.
• In-depth understanding of Mutual Fund, Portfolio Management Services, Fixed Income products.
• Excellent networking skills.

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