RM - Mutual Funds - Asset Management

3 months ago


Raipur, India Tetrahed INC Full time
Overview:The AssetManagement Relationship Manager Mutual Funds is a key role withinour organization responsible for managing and growing relationshipswith clients in the mutual funds industry. The individual in thisposition plays a crucial role in developing and executingstrategies to meet clients investment objectives provideexceptional service and drive businessgrowth.KeyResponsibilities:
  • Manage and expand aclient portfolio by establishing and fostering strongrelationships
  • Understand the financial needsand objectives of clients to provide personalized investmentsolutions
  • Conduct indepth financial analysisand research to provide valuable insights toclients
  • Collaborate with internal teams todevelop and present investment proposals
  • Act asa trusted advisor demonstrating indepth knowledge of mutual fundsand market trends
  • Monitor clients portfoliosand provide regular performance updates
  • Drivesales initiatives and identify new businessopportunities
  • Ensure compliance with regulatoryrequirements and company policies
  • Deliverexceptional client service and address inquiries and concerns in atimely manner
  • Stay updated with industrydevelopments and market conditions to make informedrecommendations
RequiredQualifications:
  • Bachelors degree inFinance Business Administration or a relatedfield
  • Minimum of 6 Months of experience inasset management preferably focused on mutualfunds
  • Demonstrated track record in portfoliomanagement and achieving sales targets
  • Strongunderstanding of the mutual funds industry and investmentproducts
  • Excellent communication andinterpersonal skills
  • Proven ability to analyzefinancial data and market trends
  • Ability tobuild and maintain strong clientrelationships
  • Proficiency in relevant financialsoftware and tools
  • Sound knowledge ofregulatory requirements and compliancestandards

financialanalysis,portfolio management,mutualfunds,sales


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