Relationship Manager

Company Description

Fusion Finserv (formerly known as Fusion Wealth Management) is a comprehensive financial services provider excelling in advisory, consultancy, and a range of financial solutions. Specializing in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans, we are your one-stop destination for financial management and security. Our mission is to safeguard and optimize your financial wellbeing.

Role Description

This is a full-time, on-site role for a Relationship Manager located in Ahmedabad. The Relationship Manager will be responsible for managing client relationships, providing financial advice, understanding client needs, and offering relevant financial products and services. Daily tasks will include portfolio management, coordinating with other financial consultants, and ensuring timely resolution of client queries. Building and maintaining strong client relationships is central to this role.

Qualifications

• Strong skills in client relationship management and interpersonal communication
• Expertise in financial advisory, portfolio management, and financial product consultation
• Understanding of mutual funds, general and life insurance, shares, stocks, and loans
• Excellent problem-solving and analytical skills
• Ability to work independently and collaboratively as part of a team
• Proficiency in financial software and tools
• Bachelor's degree in Finance, Business, or a related field