Relationship Manager B2B B2C

EduFund

Posted on : 15-09-2024

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1 Vacancy

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Job Location

Pune - India

Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 15-09-2024

Job Description

As a Relationship Manager you would be expected to partner with agents and generate business through them.

Job Description (Role):

(1) Drive acquisition and activation of new IFAs NDs and Banks to achieve higher sales volumes.

(2) Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.

(3) Drive sales independently of different products by regularly engaging with all the distributors for respective channels.

(4) Circulates fund updates and productrelated information to respective partners.

(5) Marketing collaboration with distributors to increase EduFunds mindshare and increase visibility through various activities.

(6) Conduct distributor engagement programs.

(7) Ensure that publicity material and other literature are provided to distributors on time.

(8) Coordinate with other stakeholders for the smooth functioning of the business.

Specific criteria required for the applicant students:

(1) Indepth knowledge of Mutual Funds

(2) Mandatory NISM VA certification.

(3) Good excel skills

(4) A Positive and gogetter attitude & strong team culture

(5) Willing to travel extensively

(6) Should speak and write English and Hindi knowledge of other regional languages is an added advantage.

(7) 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 earlystage platform that helps Indian parents plan for their childs 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

regional languages,engage with distributors,convincing ability,communication skills,willingness to travel,circulate updates,collaborate with distributors,team culture,financial industry experience,coordinate with stakeholders,excel skills,communication,drive acquisition,positive attitude,mutual fund,2 years work experience,nism v-a certification,hindi,mutual funds,finance,english,drive activation,identify potential distributors,knowledge of mutual funds,provide publicity material,sales,conduct engagement programs,meet distributors

Employment Type

Full Time

Company Industry

Key Skills

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About Company

EduFund

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Relationship Manager B2B B2C

EduFund

Job Description

Employment Type

Company Industry

Key Skills

About Company

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