IC Moneymart
Website:
icmoneymart.com
Job details:
Company Description IC Moneymart is an AMFI-registered mutual fund distributor providing comprehensive financial services, including mutual fund investments, new fund offerings (NFO), insurance, fixed deposits, and tax-saving investment solutions. The organization has built a strong reputation through years of experience and consistent, high-quality service delivery to a diverse client base. A team of seasoned professionals offers informed guidance and tailored recommendations to help clients meet their financial goals. IC Moneymart focuses on long-term relationships, transparent advisory practices, and client-centric solutions that support sustainable financial growth. Candidates joining the firm can expect a professional environment where expertise, integrity, and client success are valued.
Role Description The Relationship Manager – B2B Mutual Funds Sales will manage and grow business relationships with institutional and corporate clients, focusing on mutual fund distribution and related investment solutions. This full-time hybrid role is based in Tamluk, with some flexibility for work-from-home arrangements as business needs permit. Day-to-day responsibilities include identifying prospective B2B clients, conducting meetings and presentations, understanding client investment objectives, and recommending suitable mutual fund products and services. The role involves regular follow-ups, portfolio reviews, and coordination with internal teams to ensure smooth onboarding, documentation, and post-sales support. The Relationship Manager will also monitor market trends, maintain accurate records of client interactions, and work towards achieving sales targets while upholding regulatory and compliance standards.
Qualifications
- Strong relationship management, client servicing, and business development skills in B2B financial services.
- Sound understanding of mutual funds, investment products, and basic financial planning concepts.
- Ability to conduct client meetings, deliver product presentations, and negotiate effectively.
- Proficiency in using CRM tools, spreadsheets, and basic office software for reporting and analysis.
- Excellent communication, interpersonal, and presentation skills, with the ability to explain financial concepts clearly.
- Knowledge of AMFI regulations and mutual fund distribution compliance requirements; AMFI/NISM certification is an advantage.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant sales or advisory experience in financial services is preferred.
- Self-motivated, target-oriented work approach, with the ability to manage time effectively in a hybrid work environment.
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