4685 Mutual Funds Jobs - Page 13

Ownership of Wealth Business initiatives(Both dependent & independent of Product-Led Initiatives) aligned with overall business goals Utilize analytics & insights to track performance and drive data-driven decision-making

We are looking for active and friendly people to join our sales team in Rajasthan. Your main work will be to meet customers and tell them about our products. Roles and Responsibilities: Manage a team of field sales executives. Plan daily activity schedules and monitor productivity. Analyze territory performance and refine strategy. Train new hires on field processes. Collaborate with leadership on campaign planning. Salary: 4.00 LPA + Attractive incentives Required Qualifications: Any graduate with minimum 2+ year of field experience Quick learner with strong persuasion skills Must be ready to join immediately Bike and valid DL are mandatory Skills: Strong communication, negotiation, and leadership skills Target-driven and self-motivated Familiarity with medical sales regulations Willingness to travel across the state Interested candidate share there resume on +91 92652 97550

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in sales and relationship management. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and generate leads through networking and market research. Conduct cold calls and presentations to promote products and services. Collaborate with internal teams to resolve customer complaints and issues. Meet or exceed monthly sales targets by selling insurance products and other financial services. Provide excellent customer service to ensure high levels of client satisfaction. Job Requirements Minimum 2 years of experience in sales, preferably in the BFSI industry. Strong knowledge of financial products, including life insurance and mutual funds. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with small finance banks or NBFCs is an advantage.

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills are required to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong analytical and problem-solving skills to analyze market data and make informed decisions. Experience working in a team environment with colleagues who share common goals and objectives. Location - Mayiladuthurai , Puducherry , Cuddalore , Viluppuram

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and issues effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues effectively. Proficiency in using technology-based tools and platforms for managing client portfolios. Experience working in a fast-paced environment with multiple priorities and deadlines.

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to address client concerns and resolve issues efficiently. Proficiency in using technology-based tools to manage client portfolios and communicate effectively. Ability to work in a fast-paced environment and meet sales targets while maintaining high standards of customer service.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build strong relationships with clients and colleagues. Ability to analyze complex financial data and provide insightful recommendations. Strong problem-solving skills to resolve client queries and concerns effectively. Experience working in a fast-paced environment with multiple priorities and deadlines. Familiarity with industry-standard software and technology used in financial services. Location - Kumbakonam , Thanjavur , Mannargudi , Thiruvaiyaru

We are looking for a highly motivated and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 0-3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to work in a fast-paced environment with multiple priorities and deadlines. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong analytical and problem-solving skills to analyze market data and make informed decisions. Experience working in a team environment with a focus on delivering high-quality results. Location - Erode , Coimbatore , Pollachi , Ulundurpettai

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications to manage client relationships and transactions. Strong analytical and decision-making skills to provide sound investment advice.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-5 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial products, including mutual funds, and their applications. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology-based tools and platforms for managing client relationships. Strong analytical and decision-making skills to provide sound investment advice.

Dear Candidate, We are excited to announce that we are conducting Walk-in drive especially for Female candidates in South Bombay Location. Role:-YES First Relationship Manager & Premia Relationship Manager Roles CTC:- As per industry Experience:- Min 2 years to 8 Years Location:- South Bombay Branches Please find Job Description below. Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Relationship Management: Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI segment Develop, manage, and expand YES FIRST customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with YES Bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory Financial Planning and Investment Advisory to HNI clients Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit Ensure all sales activity is recorded online as per the organizational process Capture and maximize the business opportunity through detailed client profiling as per organizational process Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. Takes ownership of his/her own learning agenda by identifying development needs in consultation with the reporting manager and working towards bridging the gaps through various means which go beyond just training. Understands the competencies relevant to his/her role and works towards displaying as well as developing these effectively. Keeps abreast of relevant professional/industry developments, new techniques and current issues through continued education and professional networks. Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. If interested kindly attend the walk-in interview. Females with career gaps are also welcome. Regards, Manisha Gupta HR

Looking to onboard a skilled Relationship Manager with 2 to 7 years of experience to join our team in the BFSI industry. The ideal candidate will have a strong background in managing mutual fund relationships and driving business growth. Roles and Responsibility Develop and maintain strong relationships with existing clients to increase sales and revenue. Identify new business opportunities and expand the client base through effective relationship management. Provide exceptional customer service and support to ensure high levels of client satisfaction. Collaborate with internal teams to develop and implement strategies for business growth. Analyze market trends and competitor activity to stay ahead in the market. Build and maintain a strong understanding of the company's products and services. Job Requirements Minimum 2 years of experience in relationship management, preferably in the BFSI industry. Strong knowledge of mutual funds and financial products. Excellent communication and interpersonal skills are required to build strong relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills with attention to detail. Experience working with cross-functional teams to drive business results. Location - Madurai , Tirunelveli , Sankarankoil , Thoothukudi

Looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 1-4 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify opportunities for growth and improvement. Collaborate with internal teams to develop and implement effective business strategies. Provide exceptional customer service and support to ensure client satisfaction and retention. Stay up-to-date with market trends and regulatory changes to remain competitive. Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong understanding of financial markets and products, including mutual funds. Excellent communication and interpersonal skills are required to build strong relationships with clients. Ability to analyze complex data and make informed decisions to drive business growth. Strong problem-solving and analytical skills to identify and mitigate risks. Experience working in a fast-paced environment with multiple priorities and deadlines.

Develop & execute strategic sales plans Planning and overseeing new marketing initiatives. Finding and developing new markets and improving sales. Increasing the value of current customers. Build mentor and manage strong team of sales and partners.. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 9274043291 Sr HR Akash Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Develop & implement sales strategy. Drive business growth through the team. Recruit, train & manage a high-performing sales team. Oversee the sales process from lead generation to closing deals. Maintain long-term relationships with key customers. Required Candidate profile Any graduate with min 2 year of sales exp Good communications skills Convincing Power Understanding of client requirement Share CV at- Call / WhatsApp - 6354326108 Sr HR Shubham Y. Perks and benefits On Roll - Full Time Insurance Career Mediclaim

Drive client acquisition through cold calling, referrals, and market outreach. Build networks, advise on investments, ensure retention, meet targets, stay updated on trends, and engage in fieldwork and client meetings to boost business growth. Required Candidate profile Certifications: NISM VA, IC 38/POS (or willingness to complete post-joining). Preferred: Mutual fund distribution, RM roles in banks/insurance, wealth management, brokers/sub-brokers.

We are looking for a skilled Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Conduct market research and stay updated on industry trends to offer informed investment advice. Collaborate with internal teams to ensure seamless delivery of products and services to clients. Provide exceptional customer service and support to resolve client queries and concerns. Analyze client feedback and suggest improvements to enhance overall customer satisfaction. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in Mutual Funds. Strong understanding of financial markets and investment products. Excellent communication and interpersonal skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets. Strong analytical and problem-solving skills to provide informed investment advice. Experience working with small finance banks or similar institutions is an advantage. Location - Mayiladuthurai,Chidambaram,Viluppuram,Kallakkurichi

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-3 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking and referrals to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Proven experience in relationship management within the BFSI industry, preferably in mutual funds. Strong knowledge of financial markets, products, and regulations governing mutual funds. Excellent communication, interpersonal, and problem-solving skills. Ability to work effectively in a fast-paced environment and meet sales targets. Proficiency in using technology and software applications relevant to mutual funds. Strong analytical and decision-making skills with attention to detail.

We are looking for a skilled professional to join our team as an Assistant Branch Manager - MF in Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, with a strong background in managing Mutual Funds and a passion for delivering exceptional customer service. Roles and Responsibility Manage and oversee the daily operations of the branch, ensuring efficient workflow and high-quality customer service. Develop and implement strategies to drive business growth, increase sales, and expand the customer base. Build and maintain strong relationships with customers, providing personalized investment solutions and guidance. Collaborate with internal teams to ensure seamless delivery of products and services, meeting customer needs. Analyze market trends and competitor activity to identify opportunities for growth and improvement. Ensure compliance with regulatory requirements and uphold the highest standards of ethics and integrity. Job Requirements Minimum 2 years of experience in the BFSI industry, preferably in Mutual Funds or a related field. Strong knowledge of financial markets, products, and regulations, including Mutual Funds. Excellent communication, interpersonal, and leadership skills, with the ability to motivate and inspire teams. Ability to analyze data, identify trends, and make informed decisions to drive business growth. Strong problem-solving and conflict resolution skills, with the ability to handle challenging situations professionally. Proficiency in Microsoft Office and other software applications, with excellent time management and organizational skills.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-6 years of experience in the BFSI industry, preferably with a background in Mutual Funds Collections. Roles and Responsibility Manage and maintain strong relationships with clients to ensure timely payments and minimize defaults. Develop and implement effective strategies to improve collection efficiency and reduce delinquencies. Collaborate with internal teams to resolve customer complaints and disputes. Analyze market trends and competitor activity to identify opportunities for growth. Provide excellent customer service to build trust and loyalty. Monitor and report on key performance indicators to optimize business outcomes. Job Requirements Strong knowledge of mutual funds collections and financial markets. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with cross-functional teams. Familiarity with regulatory requirements and compliance standards.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools for managing client portfolios and transactions. Strong problem-solving skills to address client concerns and resolve issues effectively. Experience working in a fast-paced environment with multiple priorities and deadlines.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2-7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to stay updated on market trends and regulatory changes affecting mutual funds. Provide exceptional customer service by responding promptly to client inquiries and resolving issues professionally. Identify new business opportunities through networking, referrals, and other channels to expand the client base. Stay current with industry developments and competitor activity to maintain a competitive edge. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication, interpersonal, and problem-solving skills to build strong client relationships. Ability to work in a fast-paced environment and meet sales targets while maintaining high ethical standards. Proficiency in using technology and software applications to manage client portfolios and communicate effectively. Strong analytical and decision-making skills to provide sound investment advice to clients. Experience working in the BFSI industry, preferably with a background in Mutual Funds, is an asset.

We are looking for a highly skilled and experienced Relationship Manager to join our team at Equitas Small Finance Bank. The ideal candidate will have 2 to 7 years of experience in the BFSI industry, preferably with a background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions. Conduct thorough needs analysis to identify client requirements and offer personalized advice on mutual fund investments. Collaborate with internal teams to ensure seamless execution of trades and settlement processes. Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently. Stay up-to-date with market trends and regulatory changes to remain competitive and compliant. Identify new business opportunities through networking, referrals, and other channels. Job Requirements Strong knowledge of mutual funds products, including their features, benefits, and risks. Excellent communication and interpersonal skills to build rapport with clients from diverse backgrounds. Ability to analyze complex financial data and provide insightful recommendations. Proficiency in using technology-based tools and platforms for managing client portfolios. Strong problem-solving skills to handle challenging situations and resolve conflicts. Commitment to delivering high-quality services and exceeding client expectations.