Client Partnerships Specialist

We are seeking a skilled professional to fill the role of Relationship Manager. This position involves building and maintaining strong client relationships, providing tailored investment solutions, and staying up-to-date on industry developments.

• Develop and maintain strong relationships with clients to understand their financial goals and provide personalized advice.
• Conduct thorough needs analysis to identify client requirements and offer suitable investment options.
• Stay current with market trends and regulatory changes affecting mutual funds.
• Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
• Identify new business opportunities through networking and referrals.

• Proven experience in relationship management, preferably in the BFSI industry.
• Strong knowledge of financial markets, products, and regulations.
• Excellent communication, interpersonal, and problem-solving skills.
• Ability to work effectively in a fast-paced environment and meet sales targets.
• Proficiency in using technology and software applications to manage client relationships and track market trends.
• Strong analytical and decision-making skills to provide informed investment advice.

The ideal candidate will have a proven track record of success in relationship management, excellent communication skills, and a strong understanding of financial markets and regulations.