Relationship Manager

Job description:

Key Responsibilities:

• Client Relationship Management:
• Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions).
• Understand clients' financial goals, risk tolerance, and investment preferences.
• Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt, hybrid, etc.) based on clients' needs.
• Conduct regular follow-ups to ensure customer satisfaction and address any issues or queries.
• Portfolio Management and Advisory:
• Provide clients with on-going advice regarding the performance of their mutual fund investments.
• Review and monitor clients' portfolios and recommend adjustments based on changes in market conditions, personal goals, or risk appetite.
• Stay updated on fund performance, market trends, and new products, sharing insights with clients.
• Assist clients with portfolio diversification strategies to maximize returns while managing risks.
• Sales and Business Development:
• Promote and sell mutual fund products to new and existing clients.
• Achieve and exceed sales targets and contribute to the business's revenue growth.
• Identify cross-selling opportunities for other financial products, such as SIPs, insurance, or wealth management services.
• Conduct seminars, webinars, and client engagement activities to generate new leads.
• Client Education:
• Educate clients on the benefits and risks of mutual fund investing, as well as various investment strategies.
• Help clients understand complex financial concepts, offering them solutions in an easy-to-understand manner.
• Provide information about tax benefits, investment timelines, and mutual fund NAVs.
• Transaction Support:
• Assist clients in executing transactions such as investments, redemptions, switches, and systematic investment plans (SIPs).
• Ensure smooth and timely processing of transactions in compliance with regulations.
• Handle documentation, KYC (Know Your Customer) processes, and account management requirements.
• Market Research:
• Continuously monitor the mutual fund market, economic trends, and new product offerings.
• Stay updated on industry developments and competitor activities to recommend optimal investment strategies.
• Compliance and Documentation:
• Ensure compliance with all legal, regulatory, and internal policies for mutual fund transactions.
• Maintain accurate records of client meetings, communications, and transactions.
• Follow the company's best practices for documentation, client on boarding, and KYC.

Skills and Qualifications:

• Educational Qualification:
• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Post-graduate degree or relevant certification (e.g., CFA, CFP, AMFI certification) is a plus.
• Experience:
• 3+ years of experience in sales or relationship management, preferably in the mutual fund or financial services industry.
• Proven track record in managing client relationships and achieving sales targets.
• Skills:
• Strong interpersonal and communication skills.
• Knowledge of mutual fund products, financial markets, and investment strategies.
• Sales-oriented with the ability to identify and capitalize on opportunities.
• Analytical skills to assess market trends and client needs.
• Proficient in CRM software and Microsoft Office suite.
• Ability to simplify complex financial concepts for clients.
• Certifications:
• AMFI Certification (for mutual fund distribution in India) or relevant certifications for other regions.
• Other certifications, such as CFA or CFP, are advantageous.

Job Types: Full-time, Permanent

Pay: ₹500, ₹835,000.00 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person

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