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For Employers

Relationship Manager

Aditya Birla Sun Life Mutual Fund (ABSLMF)

0 years

0 Lacs

bhopal madhya pradesh india

Posted:1 month ago| Platform:

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Skills Required

strategies portfolio management monitoring portfolios communication finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Aditya Birla Sun Life Mutual Fund (ABSLMF), the fourth largest fund house in India, was established in 1994 as a joint venture between Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. ABSLMF offers a wide range of equity, debt, and hybrid funds, as well as structured asset classes and alternate strategies such as Portfolio Management Services and Real Estate Investments. Serving approximately 7.6 million investor scheme accounts, ABSLMF is dedicated to providing valuable investment options and financial education. For more information, please visit their website at mutualfund.adityabirlacapital.com.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Bhopal. The Relationship Manager will be responsible for managing client relationships, addressing client queries and complaints, and offering personalized investment advice. Daily tasks include monitoring client portfolios, conducting regular reviews, and staying updated on financial markets and investment products. The Relationship Manager will also conduct presentations and facilitate educational sessions to enhance client understanding of financial management.

Qualifications

Strong expertise in managing client relationships and providing personalized investment advice.
Proficiency in monitoring and reviewing client portfolios.
Excellent communication skills to address client queries and complaints effectively.
Ability to conduct presentations and educational sessions.
In-depth knowledge of financial markets, investment products, and financial management.
Relevant experience in the finance or investment sector is beneficial.
Bachelor’s degree in Finance, Economics, Business, or related field.

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Aditya Birla Sun Life Mutual Fund (ABSLMF)

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Relationship Manager