This is a full-time on-site role for a Relationship Manager – Mutual Funds & Insurance, located in Jalandhar I. The Relationship Manager will be responsible for building and maintaining client relationships, managing portfolios of mutual funds and insurance products, providing financial advice and recommendations, and ensuring customer satisfaction. Daily tasks will include conducting client meetings, analyzing financial products, staying up-to-date with market trends, and achieving sales targets. The role also involves coordinating with internal teams to ensure seamless client experiences.

Qualifications

Experience with mutual funds and insurance products
Customer service and relationship management skills
Financial analysis and portfolio management expertise
Excellent communication and advisory skills
Sales and target achievement skills
Ability to stay updated with financial market trends
Bachelor's degree in Finance, Business, or related field
Relevant certifications in financial advising or insurance are a plus
Strong problem-solving and organizational skills

More Jobs at Welher Investment

Relationship Manager – Mutual Funds & Insurance

jalandhar i, punjab, india

Experience: Not specified

Salary: Not disclosed

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Welher Investment

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Relationship Manager – Mutual Funds & Insurance

Welher Investment

jalandhar i, punjab, india

Relationship Manager – Mutual Funds & Insurance

Welher Investment

jalandhar i, punjab, india

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Relationship Manager – Mutual Funds & Insurance