Relationship Manager - Mutual Funds

Overview:

Key Responsibilities:

• Build and maintain strong longlasting customer relationships
• Understand clients needs and offer suitable mutual fund investment options
• Promote and sell mutual funds products to individual and institutional clients
• Provide financial advice and guidance to clients on mutual fund investments
• Develop and execute strategies to increase mutual fund sales and market share
• Keep abreast of market trends and investment products in the mutual funds industry
• Assist clients in portfolio management and investment planning
• Address client inquiries and concerns in a timely and professional manner
• Collaborate with internal teams to ensure excellent customer service and satisfaction
• Meet sales targets and contribute to the overall growth of the mutual funds business
• Prepare and present reports on sales performance market activities and client feedback
• Participate in promotional activities and events to enhance the visibility of mutual fund products
• Adhere to industry regulations and compliance standards in all client interactions
• Develop and implement customer retention strategies to maintain a loyal client base
• Stay updated on industry regulations product changes and market developments

Required Qualifications:

• Bachelors degree in Finance Business Administration Economics or related field
• Professional certification in mutual funds or related financial services (e.g. CFA CFP) preferred
• Minimum of 3 years experience in mutual fund sales financial advisory or relationship management
• Proven track record of meeting sales targets and driving business growth
• Excellent understanding of mutual fund products investment strategies and market trends
• Strong knowledge of regulatory requirements and compliance standards in the financial services industry
• Outstanding communication negotiation and interpersonal skills
• Ability to build and maintain strong client relationships built on trust and integrity
• Proficiency in using CRM software and financial analysis tools
• Analytical mindset with the ability to interpret financial data and market information
• Highly motivated resultoriented and capable of working independently or as part of a team
• Demonstrated ability to multitask prioritize and manage time effectively in a fastpaced environment
• Exceptional problemsolving abilities and decisionmaking skills
• Flexibility to travel and meet with clients as needed
• Committed to upholding ethical standards and delivering exceptional customer service

mutual funds,wealth management,investment advisory