Senior Investment Specialist

1 week ago

Cuddalore Mayiladuthurai, India beBeeInvestment Full time
Relationship Manager Job Description">">

About the Role

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We are seeking an accomplished Relationship Manager specializing in Mutual Funds to spearhead client engagement and drive sales growth. The ideal candidate will possess a deep understanding of the BFSI industry, with a proven track record of building strong relationships and delivering tailored investment solutions.

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Key Responsibilities

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  • Client Relationship Management:

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    • Develop and maintain robust relationships with clients to comprehend their financial goals and provide bespoke investment advice.
    • Conduct thorough needs analysis to identify client requirements and offer personalized guidance on mutual fund investments.
    • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
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  • Sales & Business Development:

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    • Identify new business opportunities through strategic networking, referrals, and other channels.
    • Meet and exceed sales targets consistently by promoting mutual fund products.
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  • Market Knowledge & Collaboration:

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    • Remain up-to-date with market trends and regulatory changes to ensure competitiveness and compliance.
    • Collaborate with internal teams to guarantee seamless trade execution and settlement processes.
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Requirements

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  • Experience & Knowledge:

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    • Proven experience in relationship management within the BFSI industry, preferably in mutual funds sales or wealth management.
    • Strong knowledge of financial products, including mutual funds, equity, fixed income, and derivatives.
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  • Skills:

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    • 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.
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Additional Information

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The successful candidate will be a results-driven individual with a passion for delivering exceptional client experiences and driving sales growth in the mutual funds sector.

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