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Choice International
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Relationship Manager

Relationship Manager

Choice International

1 - 3 years

1 - 3 Lacs

Navi Mumbai Mumbai (All Areas)

Posted:2 weeks ago| Platform:

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Sales Demat Mutual Funds Broking Equity Sales Business Development B2B Sales

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Job Type

Full Time

Job Description

Job Title: Relationship Manager Location: Navi Mumbai About the company Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Job Summary: We are looking for a proactive Relationship Manager to manage client relationships focused on mutual fund equity products and financial services. You will provide tailored investment solutions and advice while ensuring client satisfaction. Key Responsibilities: - Client Management: Build and maintain strong relationships with clients, addressing inquiries and providing investment guidance. - Advisory Services: Analyze clients financial needs and recommend suitable mutual fund and equity products. - Business Development: Identify and pursue new business opportunities; conduct client education workshops. - Market Knowledge: Stay updated on industry trends and regulations to inform clients and enhance product offerings. - Compliance: Ensure adherence to regulatory requirements and prepare client portfolio reports. Qualifications: - Bachelors degree in Finance or related field; Masters degree or certifications (CFA/CFP) preferred. - 1 year of experience in relationship management in financial services. - Strong knowledge of mutual funds and equity markets. - Excellent communication and analytical skills. What We Offer: - Competitive salary and bonuses - Comprehensive benefits package - Opportunities for professional development

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Choice International

www.choice-international.com

Non-profit Organizations

London

11-50 Employees

28 Jobs

Key People

John Doe

CEO
Jane Smith

CFO
Emily Johnson

COO

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