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Relationship Officer

3 weeks ago

Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time

Preference Given to NISM certified

Employees in the **mutual fund industry** hold various roles, each with distinct responsibilities aimed at ensuring the smooth operation of mutual fund schemes, delivering excellent customer service, maintaining compliance with regulations, and achieving growth for the funds.

**Field Relationship Manager (RM)** in mutual funds is responsible for:

- **Managing Client Relationships**: Building and maintaining long-term connections with clients.
- **Sales & Business Development**: Promoting mutual fund products, acquiring new clients, and meeting sales targets.
- **Financial Advisory**: Providing personalized investment advice and guiding clients on mutual fund investments.
- **Compliance & Documentation**: Ensuring KYC compliance, processing transactions, and handling necessary paperwork.
- **Client Servicing**: Addressing client queries, providing regular updates, and managing portfolios.
- **Market Research**: Staying informed about market trends and product offerings to better advise clients.

**Job Types**: Full-time, Permanent

Pay: Up to ₹15,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

Expected Start Date: 26/01/2025