Job Description
काम का वर्णन
As a Relationship Manager, you would be expected to partner with agents and generate business through them.
Job Description (Role)
• Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.
• Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
• Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
• Circulates fund updates and product-related information to respective partners.
• Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
• Conduct distributor engagement programs.
• Ensure that publicity material and other literature are provided to distributors on time.
• Coordinate with other stakeholders for the smooth functioning of the business.
Specific Criteria Required For The Applicant Students
• In-depth knowledge of Mutual Funds
• Mandatory NISM V-A certification.
• Good excel skills
• A Positive and go-getter attitude & strong team culture
• Willing to travel extensively
• Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.
• Minimum 3 years of relevant work experience in the financial industry.
What You Can Expect In Return
• ESOPs basis performance
• Health insurance
• Statutory benefits like PF & Gratuity
• Flexible Working structure
• Professional development opportunities
• Collaborative and inclusive work culture
EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’).
EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others.
We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers.
We are headquartered in Ahmedabad, with teams in Mumbai, Pune, and Bangalore.
Website - https://www.edufund.in/
Skills: engage with distributors,coordinate with stakeholders,provide publicity material,circulate updates,convincing ability,conduct engagement programs,communication skills,identify potential distributors,team culture,drive activation,collaborate with distributors,excel skills,finance,willingness to travel,meet distributors,drive acquisition,positive attitude,knowledge of mutual funds,communication,sales,mutual fund,nism v-a certification,2 years work experience
As a Relationship Manager, you would be expected to partner with agents and generate business through them.
Job Description (Role)
• Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.
• Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
• Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
• Circulates fund updates and product-related information to respective partners.
• Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
• Conduct distributor engagement programs.
• Ensure that publicity material and other literature are provided to distributors on time.
• Coordinate with other stakeholders for the smooth functioning of the business.
Specific Criteria Required For The Applicant Students
• In-depth knowledge of Mutual Funds
• Mandatory NISM V-A certification.
• Good excel skills
• A Positive and go-getter attitude & strong team culture
• Willing to travel extensively
• Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.
• Minimum 3 years of relevant work experience in the financial industry.
What You Can Expect In Return
• ESOPs basis performance
• Health insurance
• Statutory benefits like PF & Gratuity
• Flexible Working structure
• Professional development opportunities
• Collaborative and inclusive work culture
EduFund is an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships! We were founded in 2020 by Eela Dubey (NYU 13’) and Arindam Sengupta (Princeton 12’).
EduFund team is filled with chai lovers, problem solvers, ridiculous jokes, and immeasurable passion towards our work. Our founding team has had the privilege of working at companies like Reliance, Goldman Sachs, CRISIL, GradRight, LeverageEdu, HDFC, and many others.
We have raised over $5M in funding from notable investors such as MassMutual Ventures, Kunal Shah, and DSP Investment Managers.
We are headquartered in Ahmedabad, with teams in Mumbai, Pune, and Bangalore.
Website - https://www.edufund.in/
Skills: engage with distributors,coordinate with stakeholders,provide publicity material,circulate updates,convincing ability,conduct engagement programs,communication skills,identify potential distributors,team culture,drive activation,collaborate with distributors,excel skills,finance,willingness to travel,meet distributors,drive acquisition,positive attitude,knowledge of mutual funds,communication,sales,mutual fund,nism v-a certification,2 years work experience
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager (B2B & B2C) position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
