Relationship Manager/Sr. Relationship Manager/ AVP
7 days ago
Job Description:
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- Full-time
Key Responsibilities:
- Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals.
- Recommend and manage a diversified portfolio of mutual funds tailored to client requirements.
- Provide clients with ongoing support, performance updates, and market insights.
- Generate new business through referrals, networking, and prospecting potential clients.
- Collaborate with the investment and research teams to create appropriate solutions for clients.
- Ensure clients are fully informed about mutual fund products, risks, and investment strategies.
- Monitor market trends and provide timely updates and advice to clients on their investment portfolios.
- Assist in the preparation of client presentations, reports, and other documentation.
- Meet and exceed sales targets and other performance metrics.
Qualifications & Skills:
- Bachelor's degree in finance/marketing, Business, or related field (MBA preferred).
- Proven experience (3+ years) in mutual fund sales, wealth management, or financial services.
- Strong knowledge of mutual funds, investment strategies, and financial markets.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Client-focused with a strong ability to understand and address clients' financial goals.
- Results-driven with a passion for achieving sales and business development goals.
- Ability to work independently and as part of a team.
- Certification in mutual funds (e.g., NISM Series V-A) would be an advantage.
What We Offer:
- Competitive salary and performance-based incentives.
- Opportunity to work with a leading firm in the mutual fund industry.
- Comprehensive training and career development opportunities.
- A supportive and dynamic work environment.
Languages Known- English, Hindi,
If you're passionate about the mutual fund industry and enjoy building lasting relationships with clients, we would love to hear from you
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