Relationship Manager : Mutual Fund , PMS & AIF

Company Description

FUNDSMART Finserv Pvt Ltd is a professionally managed AMFI-registered Mutual Fund Distribution Company specializing in diverse services such as Mutual Funds, Insurance, Tax Planning, Fixed Deposits (FD), Loans, and other Financial Services. With deep industry expertise, FUNDSMART provides tailored financial advice to help clients achieve life goals like retirement planning, funding education, or wealth accumulation. Our vision is to bridge the gap between investors and financial organizations, becoming a one-stop solution for all investment and financial needs. Join FUNDSMART and embark on a journey toward financial success with a trusted partner.

Role Description

This is a full-time on-site role located in Pune for a Relationship Manager: Mutual Fund, PMS & AIF at FUNDSMART Finserv Pvt Ltd. The Relationship Manager will be responsible for building and maintaining client relationships, providing financial solutions tailored to individual needs, and promoting Mutual Fund, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) offerings. Responsibilities include identifying potential clients, conducting financial assessments, recommending suitable investment options, staying updated with market trends, and ensuring client satisfaction by offering excellent customer service.

Qualifications

• Proficiency in financial products like Mutual Funds, PMS, and AIFs.
• Strong relationship management and client servicing skills to build and maintain long-term customer relationships.
• Ability to conduct in-depth financial analysis and suggest suitable investment planning options.
• Well-versed with the financial market landscape and trends.
• Excellent communication and interpersonal skills with a client-centric approach.
• Proven ability to meet sales targets and develop effective sales strategies.
• Relevant experience within the financial services industry is preferred.
• Bachelor’s degree in Finance, Business, or a related discipline. Certifications like AMFI or CFP are advantageous.