Relationship Manager

About the Company

Rupeezy has continuously delivered exceptional service across exchange traded derivatives, cash market, commodity products and e-IPO for 20 years. We are combining our deep experience with a highly motivated tech team to build the fastest growing trading platform in India.

Responsibilities

• Identify, generate, and convert leads to build a robust network of distributors
• Conduct cold calls and field visits to engage potential distributors
• Support the distributor onboarding process and optimize funnel conversion rates
• Develop and implement innovative sales and marketing strategies to increase distributor investments
• Offer continuous support for query resolution and client calls
• Conduct training sessions for distributors on equity market updates and product features
• Facilitate engagement through weekly updates and monthly relationship-building calls

Requirements

• Minimum 2 years of experience as a Relationship Manager for Mutual Fund Distributors
• In-depth knowledge of financial markets, equity markets, Mutual Funds, Stocks, ETFs, and IPOs
• Bachelor's degree required; postgraduate degree preferred
• Local resident fluent in the regional language
• Excellent verbal and written communication skills

Preferred Qualifications

• NISM certification
• CFA certification
• CA certification