Relationship Manager

6 days ago

Dehra Dūn, Uttarakhand, India Union Mutual Fund Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

Established in March 2011, Union Mutual Fund provides effective and diligent asset management services to investors. We focus on synergetic growth and long-term wealth creation, leveraging our partnerships, market intelligence, and domain expertise. Our commitment to financial literacy, adequacy, and integrity aims to empower investors and distributors in their financial journeys. We prioritize authenticity, transparency, and responsible investing to drive financial autonomy and independence for a progressive India.

Role Description

This is a full-time on-site role for a Relationship Manager located in Dehradun. The Relationship Manager will be responsible for managing client relationships, providing investment advice, and ensuring customer satisfaction. Daily tasks include conducting financial analyses, developing tailored investment strategies, and maintaining regular communication with clients. The role involves collaborating with various teams to enhance client experience and achieve business objectives.

Qualifications

  • Strong customer relationship management and client servicing skills
  • Proficiency in financial analysis, investment strategies, and market research
  • Effective communication and interpersonal skills
  • Ability to work collaboratively with internal teams
  • Excellent organizational and time management abilities
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Relevant certifications such as CFA or CFP are a plus
  • Experience in asset management or financial services industry is preferred

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