
Only 24h Left) Relationship Manager
3 weeks ago
- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
- Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
- Collaborate with internal teams to ensure seamless execution of trades and settlement processes.
- Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
- Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
- Identify new business opportunities through networking, referrals, and other channels.
Job Requirements
- Strong knowledge of mutual funds products, including their features, benefits, and risks.
- Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds.
- Ability to analyze complex financial data and provide insightful recommendations.
- Proficiency in using technology-based tools for managing client portfolios and transactions.
- Strong problem-solving skills to address client concerns and resolve issues effectively.
- Experience working in a fast-paced environment with multiple priorities and deadlines.
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