Strategic Investment Consultant

6 days ago

Mayiladuthurai Chidambaram Cuddalore, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Key Responsibilities

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.

  • Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments.
  • Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds.
  • Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally.
  • Identify new business opportunities through networking, referrals, and other channels to expand the client base.
  • Stay current with industry developments and competitor activity to maintain a competitive edge.
Job Requirements

Proven experience as a Relationship Manager in the BFSI industry, preferably with a focus on Mutual Funds.

  • Strong knowledge of financial markets, products, and regulations governing mutual funds.
  • 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.

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