4 - 9 years

2 - 3 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Position: Relationship Manager Mutual Fund

Employment Type: Full-time

Roles and Responsibilities

  • Provide financial advisory services, including investment planning, portfolio management, and wealth creation strategies.
  • Identify opportunities for cross-selling of mutual funds, private equity, and other financial products to existing clients.
  • Develop a strong understanding of client needs through regular meetings and provide tailored solutions.
  • Collaborate with internal teams to ensure seamless delivery of services.

Qualifications:

  • Bachelors degree in Finance, business administration, or a related field. • Proven experience in sales or relationship management within financial services.
  • Strong knowledge of mutual fund products and the asset management industry.
  • Excellent communication and interpersonal skills.
  • Strong analytical, problem-solving, and time management skills.
  • Sales-driven and goal-oriented mindset.

Preferred Skills:

• Salesforce / CRM tools

• Client Relationship Management

• Investment & Portfolio Analysis

• Financial Advisory & Market Research

• Communication & Problem Solving

• Time Management


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