Relationship Manager

You will be working as a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, a leading financial services company in the Indian market. Your primary responsibility will be to establish and maintain strong relationships with clients, understand their financial requirements, and offer suitable investment advice. This full-time role is based in Nagpur. Your daily tasks will include meeting with clients, recommending appropriate mutual funds and insurance products, addressing client inquiries, and preparing investment reports. It is essential to focus on ensuring customer satisfaction and meeting sales targets. To excel in this role, you should have experience working with Mutual Funds and Insurance products. Skills in Client Relationship Management, Customer Service, and Consultative Sales are crucial. Strong communication, interpersonal, and negotiation abilities are also required. Additionally, knowledge of Financial Markets, Investment Strategies, and Risk Management will be beneficial. A Bachelor's degree in Finance, Business Administration, or a related field is necessary. Holding a certification in Mutual Funds or Insurance will be an added advantage. Previous experience in a financial services role will be helpful in succeeding in this position.,