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Relationship Manager
3 weeks ago
Role & responsibilities
Develop and execute strategies to engage with clients, financial advisors, and mutual
fund distributors, promoting our ETF offerings as valuable additions to their investment
portfolios.
- Demonstrate a deep understanding of both mutual funds and ETFs, effectively
communicating the unique benefits of our ETF products to clients. Stay current on
industry trends, regulatory changes, market dynamics.
- Create and implement effective sales strategies to achieve sales and revenue targets,
collaborating with internal teams to tailor solutions to client needs.
- Actively seek opportunities to expand the client base on retail as well as institutional
fronts. Provide ongoing support and education to clients on our range of investment
products.
- Work closely with internal teams to ensure alignment of sales efforts with overall
business objectives. Provide feedback on market trends and client needs.
- Ensure adherence to regulatory requirements and company policies in all sales activities,
maintaining the highest standards of ethical conduct.
Skills & Competencies
- Sales and relationship-building skills
- Analytical and strategic thinking
- Comprehensive knowledge of capital markets, mutual funds and ETFs
- Excellent communication and presentation skills
- Familiarity with regulatory requirements
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