Relationship Manager | Mutual Funds (Asset Management Company)

As a Relationship Manager in the financial sector, your role will involve building and maintaining strong relationships with existing clients and prospects. You will provide tailored advice based on clients' investment goals, risk tolerance, and time horizons. Your responsibilities will include: - Offering personalized mutual fund recommendations and portfolio strategies to clients, covering areas such as retirement plans, wealth-building, and other financial products. - Overseeing the performance of client portfolios, conducting periodic reviews, and providing rebalancing suggestions in line with market conditions. - Identifying new potential clients, developing strategies to acquire and retain them, and conducting presentations and meetings to educate clients on mutual fund options. - Staying updated on financial market trends, economic factors, and industry developments to offer clients relevant and timely investment advice. - Ensuring all client interactions, recommendations, and transactions are properly documented and comply with internal policies and regulatory requirements. - Collaborating with the sales and marketing teams to support mutual fund campaigns, events, and product promotions. - Adhering to all financial regulations and firm policies while providing services to clients. Candidates for this role should have experience in a similar product. As a Relationship Manager in the financial sector, your role will involve building and maintaining strong relationships with existing clients and prospects. You will provide tailored advice based on clients' investment goals, risk tolerance, and time horizons. Your responsibilities will include: - Offering personalized mutual fund recommendations and portfolio strategies to clients, covering areas such as retirement plans, wealth-building, and other financial products. - Overseeing the performance of client portfolios, conducting periodic reviews, and providing rebalancing suggestions in line with market conditions. - Identifying new potential clients, developing strategies to acquire and retain them, and conducting presentations and meetings to educate clients on mutual fund options. - Staying updated on financial market trends, economic factors, and industry developments to offer clients relevant and timely investment advice. - Ensuring all client interactions, recommendations, and transactions are properly documented and comply with internal policies and regulatory requirements. - Collaborating with the sales and marketing teams to support mutual fund campaigns, events, and product promotions. - Adhering to all financial regulations and firm policies while providing services to clients. Candidates for this role should have experience in a similar product.