Client Relationship Manager

Job Description

Omniscience Capital Advisors Pvt Ltd: Global Investment Management firm specializing in global equity investments. Location: Mumbai Core Responsibilities: · Products Expertise: -Maintain deep knowledge of Omniscience’s offerings for strategic alignment. - Develop a deep understanding of Omniscience’s product suite, ensuring alignment with the firm's investment strategies. - Stay up to date with new product features, updates, and enhancements to effectively position them in the market. - Serve as the internal expert on Omniscience offerings, providing guidance to teams and clients on product applications and benefits. ·* Client Engagement:* - Build and nurture strong relationships with clients through proactive communication and engagement initiatives. - Develop and deliver compelling presentations and product demonstrations to prospective clients, helping them understand investment opportunities. - Address client and distributor inquiries efficiently, ensuring they have all necessary information to make informed decisions. Sales Support & Calling: - Conduct targeted sales calls to engage potential clients, discussing product offerings and investment strategies. - Provide product insights during sales discussions, ensuring stakeholders understand the benefits and key differentiators of Omniscience products. - Support the sales team in closing deals by providing detailed product knowledge and responding to client queries. Cross-Team Coordination: - Collaborate closely with marketing and sales team to create and refine investment-related materials, ensuring consistency in messaging. - Align product messaging with firm strategy, making sure all communications are accurate and impactful. Factsheet Development: - Work with sales and marketing teams to generate comprehensive investment factsheets that provide clear, data-driven insights. - Ensure accuracy in performance metrics, product details, and key market indicators in the factsheets. - Oversee the periodic update and distribution of factsheets to reflect current market conditions and product changes. Material Preparation & Distribution: - Ensure timely creation and distribution of marketing materials, including brochures, presentations, factsheets, and digital content. - Coordinate with marketing and sales teams to ensure all materials are tailored for distributors and clients, keeping them informed about product offerings. - Review content to ensure compliance with industry regulations and guidelines before release. Job Requirements: · Masters’s degree in finance, or a related field; advanced degree or relevant certifications (NISM/CWM/CFP) is a plus. · Understanding of financial markets, financial products and services. · Experience in product management within financial services or investment advisory. · Excellent relationship-building and communication skills, with a proactive approach to client interaction. · Strong interpersonal and communication skills, with a proven track record of building and maintaining partner relationships. · Results-driven, with a proactive approach to problem-solving and achieving sales targets. Ability to multitask in a fast-paced environment. · Experience with lead generation. Qualifications: · B. Com./B. Tech Or other bachelor’s degree · NISM XA, XB Experience: Preferred 1-3 years of work experience. Job Type: Full-time Pay: ₹40,000.00 - ₹70,000.00 per month Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Location: Mumbai, Maharashtra (Required) Work Location: In person