Business Development Specialist

2 days ago

Kumbakonam Nagapattinam, India beBeeInvestment Full time US$ 60,000 - US$ 1,20,000
Relationship Manager Job Description

We are seeking a skilled Relationship Manager to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with clients to understand their financial goals and provide tailored investment solutions.

In this role, you will conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. You will also collaborate with internal teams to ensure seamless execution of trades and settlement processes.

As a Relationship Manager, you will provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Additionally, you will stay up-to-date with market trends and regulatory changes to remain competitive and compliant.

You will identify new business opportunities through networking, referrals, and other channels. This is an excellent opportunity to work in a fast-paced environment with multiple priorities and deadlines.

Required Skills and Qualifications
  • Mutual Funds Expertise: Strong knowledge of mutual funds products, including their features, benefits, and risks.
  • Communication and Interpersonal Skills: Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds.
  • Analytical Skills: Ability to analyze complex financial data and provide insightful recommendations.
  • Technical Skills: Proficiency in using technology-based tools for managing client portfolios and transactions.
  • Problem-Solving Skills: Strong problem-solving skills to address client concerns and resolve issues effectively.
Benefits

This role offers the opportunity to work in a dynamic environment with a competitive compensation package. You will have the chance to develop your skills and expertise in mutual funds and related areas.

Other Opportunities

This position provides a platform for career growth and development. You will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional customer service.

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