Relationship Manager Mutual Funds & Insurance

As a Relationship Manager at Connect Stocks Financial Services Pvt. Ltd., your role will involve acquiring, managing, and growing client relationships for mutual funds and insurance products. You will be responsible for providing financial advisory services, investment planning, and ensuring excellent client service. Key Responsibilities: - Identify and acquire new clients for mutual funds and insurance. - Provide financial advisory services and investment planning to clients. - Understand clients" financial goals and suggest suitable investment products. - Develop and maintain strong relationships with existing customers. - Ensure compliance with regulatory policies and company guidelines. - Achieve sales targets and business growth objectives. - Conduct market research to identify new business opportunities. Required Skills & Qualifications: - Bachelors/Masters degree in Finance, Business, or related field. - 1-3 years of experience in financial sales (mutual funds, insurance, or related domain). - Strong knowledge of mutual funds, life insurance, and investment products. - Excellent communication, sales, and negotiation skills. - Ability to build and maintain long-term client relationships. - Certification in mutual funds (NISM) and IRDA (for insurance) is a plus. Connect Stocks Financial Services Pvt. Ltd. offers the following perks and benefits: - Competitive salary with attractive incentives. - Performance-based rewards and career growth opportunities. - Training and development programs. Should you require further information or wish to apply for the position, you can contact the company at: Phone: 8956536375 / 7276645661 Email: support@connectstocks.com,