Relationship Manager

8 - 10 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives, risk appetite, and investment horizon. She/ he will have to create strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing investor profile.

Responsibilities


  • Investor Profiling
  • Understanding Investor objectives
  • Advising the right Mutual Fund that can fulfill the investor needs
  • Track and modify investment strategies on ongoing basis
  • Achieve investor confidence and trust and thus your target nos


Qualifications


  • 8-10 years' of Mutual Fund sales
  • Strong communication and interpersonal skills
  • Affinity towards sales targets and the zeal to achieve them

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