Relationship Manager
2 weeks ago
Roles and Responsibility
- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
- Conduct thorough needs analysis to identify opportunities for growth and improvement.
- Collaborate with internal teams to develop and implement effective business strategies.
- Provide exceptional customer service and support to ensure client satisfaction and retention.
- Stay up-to-date with market trends and regulatory changes to remain competitive.
- Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements.
Job Requirements
- Proven experience in relationship management within the BFSI industry, preferably in mutual funds.
- Strong understanding of financial markets and products, including mutual funds.
- Excellent communication and interpersonal skills are required to build strong relationships with clients.
- Ability to analyze complex data and make informed decisions to drive business growth.
- Strong problem-solving and analytical skills to identify and mitigate risks.
- Experience working in a fast-paced environment with multiple priorities and deadlines.
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