Senior Financial Strategist

2 weeks ago

Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878
Relationship Manager Job Description">

We are seeking a highly skilled and experienced Relationship Manager to join our team. The ideal candidate will have 1-5 years of experience in the financial services industry, preferably in mutual fund sales.

  • The Relationship Manager will develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
  • Identify new business opportunities and expand existing client relationships through effective communication and negotiation skills.
  • Provide expert advice on investment products, including mutual funds, and offer strategies for risk management.
  • Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service.
  • Stay up-to-date with market trends and regulatory changes to remain competitive and compliant.
  • Achieve sales targets and contribute to the growth of the organization.

Job Requirements:

  • Proven experience in mutual fund sales or a related field, with a strong track record of success.
  • Excellent communication, interpersonal, and problem-solving skills, with the ability to work effectively in a team environment.
  • Strong knowledge of financial markets, instruments, and regulations, with a focus on investments.
  • Ability to analyze complex data and provide insightful recommendations to clients.
  • Experience working in the financial services industry, preferably in a similar role.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
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