Relationship Manager

2 - 6 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Relationship Manager at ITI Mutual Fund located in Panipat, your main responsibility will be to manage client relationships, provide personalized investment guidance, and ensure client satisfaction. You will be required to identify investment opportunities, execute client transactions, and maintain accurate client records. Additionally, you will collaborate closely with the sales and marketing teams to support business growth and client acquisition strategies. Key Responsibilities: - Manage client relationships effectively - Provide personalized investment guidance - Identify investment opportunities - Execute client transactions accurately - Maintain precise client records - Collaborate with sales and marketing teams - Support business growth and client acquisition strategies Qualifications Required: - Excellent communication and interpersonal skills - Strong understanding of investment products and financial markets - Experience in client relationship management and customer service - Analytical skills and attention to detail - Ability to work independently and as part of a team - Relevant experience in mutual funds or financial services is a plus - Bachelor's degree in Finance, Economics, Business Administration, or a related field - Professional certification NISM Series VA is mandatory.,

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