Relationship Manager

Responsibilities:

• Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies.
• Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets.
• Set up meetings with potential clients both in person and virtually.
• Client Relationship Management - Build and maintain strong relationships with existing and potential clients.
• Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns.
• Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments.
• Cross-Selling & Upselling - Promote other financial products and services based on client needs.

Requirements:

• Proven experience of minimum 2 years in financial products, especially Mutual Funds
• Effective communication skills (both oral and written)
• Prior experience in acquiring & selling financial products (MF, Insurance) to HNIs and UHNIs
• Natural flair for sales and investments
• Hands-on experience with CRM software would be an advantage
• Valid certification of NISM V-A is a plus