Senior Client Partnerships Specialist

4 days ago

Kumbakonam, Tamil Nadu, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 28,00,000
Relationship Manager Position Overview

As a skilled Relationship Manager specializing in Mutual Funds, you will play a crucial role in building and maintaining strong client relationships. Your primary objective will be to understand clients' financial goals and provide tailored investment solutions.

Key Responsibilities:
  • Client Relationship Management:
  • Develop and maintain strong relationships with clients to understand their financial needs and preferences.
  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
  • Sales & Business Development:
  • Identify new business opportunities through networking, referrals, and other channels.
  • 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.
Required Skills and Qualifications:
  • 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.
  • 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.
  • The ability to work effectively in a fast-paced environment and meet sales targets.

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