Relationship Manager-Mutual Fund

About Us

Quantsapp is Indias leading Options Analytics platform with more than 1.3 Mn active users. We have been expanding our horizons; along with focus on options learning and research, we have also entered into Wealth Quant Analytics under Quantsapp Wealth.

For more details about our company, the link is provided below:

Website:

About the role

We are actively seeking enthusiastic go-getters to join the business team at Quantsapp. In this role, you will be responsible for helping users review and rebalance their mutual fund portfolio using our quant tools.

You will engage with our application users and facilitate a comprehensive understanding of Quantsapp Wealths quant tool offering for investing in Mutual Funds.

What you will work on: Mutual Fund Sales

You engage with potential clients digitally (over phone or video meetings) where you will have to review clients mutual fund portfolio holdings and give your expert suggestions using our quant offering

You will be expected to identify and convert the potential clients from the client book mapped to you by providing investment solutions to our application users

Have good knowledge of the overall markets and use those points in your conversations with clients

Help clients in their onboarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements.

You should be focused towards achieving results and meeting targets

What We Expect:

Excellent communication skills

Must be able to articulate complex topics seamlessly to clients

Thorough knowledge of financial products like mutual fund, stocks, bonds and portfolio management service

Prior experience preferred in sales, financial services or banks