Relationship Manager

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