Relationship Manager

As a Relationship Manager for Mutual Funds & Insurance at CONNECT STOCKS FINANCIAL SERVICES PVT LTD, located in Nagpur, your primary responsibility is to establish and manage relationships with clients. You are required to understand their financial needs and provide appropriate investment advice. Your daily tasks will involve meeting with clients, recommending suitable mutual funds and insurance products, handling client queries, and preparing investment reports. It is crucial for you to ensure customer satisfaction and achieve sales targets in this role. Key Responsibilities: - Establish and manage relationships with clients - Understand clients" financial needs and provide investment advice - Meet with clients to recommend suitable mutual funds and insurance products - Handle client queries and prepare investment reports - Ensure customer satisfaction and achieve sales targets Qualification Required: - Experience with Mutual Funds and Insurance products - Skills in Client Relationship Management, Customer Service, and Consultative Sales - Strong Communication, Interpersonal, and Negotiation skills - Knowledge of Financial Markets, Investment Strategies, and Risk Management - Ability to achieve sales targets and manage client portfolios - Bachelor's degree in Finance, Business Administration, or related field - Certification in Mutual Funds or Insurance is a plus - Previous experience in a financial services role is beneficial,