Mutual Fund Specialist

Job Description: As a Relationship Manager - Mutual Funds, your primary role will involve managing and nurturing relationships with existing customers. You will be responsible for understanding their financial objectives and providing customized investment solutions to meet their needs. Your focus will be on ensuring client satisfaction and retention through consistent engagement. Additionally, you will proactively generate new business by seeking referrals, conducting targeted outreach, and networking effectively. Key Responsibilities: - Engage with existing customers to understand their financial goals and offer tailored investment solutions. - Maintain strong customer relationships to ensure long-term satisfaction and retention. - Actively seek customers" referrals and expand the customer base through targeted outreach and networking. - Conduct successful Investment Awareness Programs (IAP) to generate leads and close sales. Qualifications Required: - Bachelor's degree in Finance, Business, or related field. - Proven experience in sales or relationship management within the financial services industry. - Strong communication and interpersonal skills. - Knowledge of mutual funds and investment products. - Ability to conduct successful investment awareness programs. Additional Details: If there are any additional details about the company provided in the job description, please provide them for a comprehensive understanding of the role.,