
Senior Investment Professional
3 days ago
We are seeking a highly skilled Relationship Manager specializing in Mutual Funds. This role is crucial for building strong client relationships, understanding clients' financial goals, and providing tailored investment solutions.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and provide personalized advice on mutual fund investments.
- Sales & Business Development: Identify new business opportunities through networking and referrals. Meet and exceed sales targets consistently by selling mutual fund products.
- Market Knowledge & Collaboration: Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Collaborate with internal teams to ensure the seamless execution of trades and settlement processes.
Requirements:
- Experience & Knowledge: Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
- Skills:
- Excellent communication, interpersonal, and problem-solving skills.
- Strong analytical and decision-making skills, with attention to detail and accuracy.
- Proficiency in MS Office applications, particularly Excel, Word, and PowerPoint.
Benefits include a dynamic work environment, opportunities for career growth, and a competitive compensation package.
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