Relationship Manager – Mutual Funds

3 weeks ago

Jalandhar, India Welher Investment Full time

Company Description

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Role Description

This is a full-time on-site role for a Relationship Manager – Mutual Funds & Insurance, located in Jalandhar I. The Relationship Manager will be responsible for building and maintaining client relationships, managing portfolios of mutual funds and insurance products, providing financial advice and recommendations, and ensuring customer satisfaction. Daily tasks will include conducting client meetings, analyzing financial products, staying up-to-date with market trends, and achieving sales targets. The role also involves coordinating with internal teams to ensure seamless client experiences.

Qualifications

  • Experience with mutual funds and insurance products
  • Customer service and relationship management skills
  • Financial analysis and portfolio management expertise
  • Excellent communication and advisory skills
  • Sales and target achievement skills
  • Ability to stay updated with financial market trends
  • Bachelor's degree in Finance, Business, or related field
  • Relevant certifications in financial advising or insurance are a plus
  • Strong problem-solving and organizational skills

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