Automating wealth creation for 400M Indian millennials

Relationship Manager - Mutual Fund Sales

Job Type
6+ years
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Akash Agrawal
Akash Agrawal

About the role

Job Description:

  • Preferably candidates who have worked with AMCs or mutual funds based companies only or else a person who only has a mutual fund sales background for more than 2 years in the same company whether it is a banking sector

  • Close association with clients to increase market share by explaining to them the financial products offered

  • Deep knowledge of investment options available in the Mutual fund space across various asset classes Debt, equities and hybrid, etc

  • Achieving the target given

  • Meeting the clients, selling our products and building relationships

  • Filling in Timely Reports and using the CRM

  • Adherence to our company norms and values, integrity, passion for customer service

  • Liaison and synergize with various internal departments and contribute to sales strategies

  • Generating sales from channels like Banks and IFA's

  • To achieve AUM number

  • To increase the Market share

Personality & Must Have :

  • Any graduation preferably MBA in Finance

  • Excellent communication skills

  • Strong Interpersonal Relationships

  • Basic IT Skills

Why you should join Koshex

Automating wealth creation for 400 million Indian millennials with data-driven insights around their day to day finances to save more and invest well. Koshex is designed around an individual rather than an industry.

Team Size:9
Location:Bengaluru, India
Akash Agrawal
Akash Agrawal
Komal Kumar Gupta
Komal Kumar Gupta