Company Description ITI Mutual Fund is promoted by ITI Group, which has 180 offices and 3,000 employees across major Indian cities. ITI Mutual Fund, following the legacy of Investment Trust of India Ltd, benefits from the group's extensive experience in finance and taxation led by mentors like Mr. Sudhir Valia. The management team includes seasoned professionals such as Acting CEO Mr. Hitesh Thakkar, with over 22 years of experience in asset management and banking, and CIO Mr. Rajesh Bhatia, who brings over three decades of investment experience. The company's rich history and qualified leadership provide a strong foundation for growth and customer confidence. Role Description This is a full-time on-site role for a Relationship Manager, located in Panipat. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and assisting clients in choosing the right mutual fund products. Daily tasks will include client meetings, portfolio reviews, and responding to client queries. The role will require close collaboration with the sales and support teams to ensure high levels of customer satisfaction and business growth. Qualifications Client Relationship Management, Customer Service skills Financial Advising and Investment Knowledge Communication and Interpersonal skills Sales and Marketing skills Relevant experience in financial services or mutual funds is preferred Knowledge of regulations and compliance in the financial sector Bachelor's degree in Finance, Business Administration, or related field
Company Description ITI Mutual Fund, promoted by ITI Group, is a leading financial institution present across India in all major cities. The company has a rich history in the Indian mutual fund industry and is backed by experienced professionals in the field of finance and investment. Role Description This is a full-time on-site role as a Relationship Manager at ITI Mutual Fund located in Panipat. The Relationship Manager will be responsible for managing client portfolios, providing financial advice, and fostering strong relationships with clients to meet their investment goals. Qualifications Strong understanding of financial products and investment strategies Excellent communication and interpersonal skills Ability to analyze market trends and make informed investment recommendations Experience in client relationship management. Bachelor's degree in Finance, Economics, Business, or related field
As a Relationship Manager at ITI Mutual Fund located in Panipat, your main responsibility will be to manage client relationships, provide personalized investment guidance, and ensure client satisfaction. You will be required to identify investment opportunities, execute client transactions, and maintain accurate client records. Additionally, you will collaborate closely with the sales and marketing teams to support business growth and client acquisition strategies. Key Responsibilities: - Manage client relationships effectively - Provide personalized investment guidance - Identify investment opportunities - Execute client transactions accurately - Maintain precise client records - Collaborate with sales and marketing teams - Support business growth and client acquisition strategies Qualifications Required: - Excellent communication and interpersonal skills - Strong understanding of investment products and financial markets - Experience in client relationship management and customer service - Analytical skills and attention to detail - Ability to work independently and as part of a team - Relevant experience in mutual funds or financial services is a plus - Bachelor's degree in Finance, Economics, Business Administration, or a related field - Professional certification NISM Series VA is mandatory.,