Edufund
Location
Pune | India
Job description
As a Relationship Manager, you would be expected to partner with agents and generate business through them.
(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 product-related information to respective partners.
(5) Marketing collaboration with distributors to increase EduFund's 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) In-depth knowledge of Mutual Funds
(2) Mandatory NISM V-A certification.
(3) Good excel skills
(4) A Positive and go-getter 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 2 years of relevant work experience in the financial industry.
EduFund is an early-stage platform that helps Indian parents plan for their child's 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.
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