Client Relationship Manager

Job Description

To be primarily responsible for managing client relationship, client engagement, addressing client needs, relationship building in the field of Financial Product Distribution, primarily Mutual Funds. Administrative Support: managing schedules, arranging meetings, preparing reports, and handling correspondence. Client Communication: maintaining regular communication with clients, addressing their queries and concerns, and providing updates on various matters. Documentation and Record Keeping: maintaining client records, updating databases, Research and Analysis: conducting market research, analyzing industry trends, and preparing reports to support decision-making processes. Relationship Building: building and nurturing client relationships by providing timely and accurate information, coordinating with different departments, and addressing client needs in a proactive manner.