Relationship Manager

Company Description

FUNDSMART FINSERV PVT LTD is a professionally managed, AMFI-registered mutual fund distribution company offering a comprehensive range of financial services. These include mutual funds, insurance, tax planning, fixed deposits, loans, and other financial instruments. With a vision to bridge the gap between investors and financial organizations, FUNDSMART strives to be a one-stop solution for all financial and investment needs. By providing personalized financial guidance, the company assists clients in achieving their financial goals, whether it’s retirement planning, education funds, or wealth growth. Located in Pune, FUNDSMART is dedicated to helping individuals and families achieve lasting financial success.

Role Description

This is a full-time, on-site Relationship Manager role based in Pune. The Relationship Manager will be responsible for fostering and maintaining strong client relationships, providing tailored financial guidance, and presenting investment solutions that align with the clients’ financial goals. Day-to-day responsibilities include offering customer support, managing client portfolios, analyzing financial needs, and promoting services such as mutual funds, insurance, and tax planning, among others. The individual will also identify new opportunities and help clients navigate financial decisions, ensuring their long-term success.

Qualifications

• Strong interpersonal, communication, and client relationship management skills.
• Basic knowledge of financial instruments like mutual funds, insurance, loans, and tax planning.
• Proficiency in sales, account management, and handling client portfolios.
• Analytical thinking and problem-solving skills to assess client financial needs and provide strategic solutions.
• Relevant experience in financial services or investment-related roles is advantageous.
• Degree in Finance, Business Administration, or related field preferred.
• Ability to work independently and manage multiple client relationships efficiently.
• Proficiency in using CRM tools and financial software is a plus.