Relationship Manager - Mutual Funds

Overview:

Key Responsibilities:

• Build and maintain strong client relationships to understand their financial needs and goals
• Provide personalized financial advice and investment solutions related to mutual funds
• Develop and implement strategies to grow the mutual fund portfolio
• Conduct market research and analysis to identify potential investment opportunities
• Monitor and review clients mutual fund investments and performance regularly
• Ensure compliance with regulatory requirements and provide accurate information to clients
• Collaborate with internal teams to deliver exceptional service and support to clients
• Promote and educate clients on various mutual fund offerings and investment products
• Handle client inquiries resolve issues and address any concerns related to their investments
• Prepare and deliver regular performance reports and investment reviews to clients
• Stay updated with market trends economic indicators and industry developments
• Participate in networking events seminars and workshops to expand the client base
• Work towards achieving individual and team targets while maintaining high ethical standards
• Contribute to the overall business growth and profitability by acquiring new clients

Required Qualifications:

• Bachelors degree in Finance Business Economics or a related field
• Relevant certification such as AMFI NISM or CFP would be an advantage
• Prior experience in mutual funds sales financial advisory or investment management
• Strong understanding of mutual fund products market analysis and investment strategies
• Proven track record of meeting sales targets and building longterm client relationships
• Excellent communication negotiation and presentation skills
• Sound knowledge of regulatory requirements and financial industry best practices
• Ability to analyze financial data assess risk and make informed investment decisions
• Proficiency in using CRM software MS Office and financial analysis tools
• Good understanding of economic trends market dynamics and investment products
• Ability to work in a dynamic targetdriven environment with a customercentric approach
• Strong networking and relationship management skills to expand the client base
• Flexibility to travel and meet clients as per business requirements
• High ethical standards integrity and ability to handle confidential client information
• Proactive selfmotivated and resultoriented with a passion for financial planning and wealth management

mutual funds,sales,hni