Relationship Manager | Mutual Funds

As a professional in this role, your primary responsibilities will include building and nurturing strong relationships with both existing clients and potential prospects. You will be expected to offer personalized advice to clients based on their investment objectives, risk preferences, and time horizons. This will involve providing tailored recommendations on mutual funds and portfolio strategies, covering areas such as retirement planning, wealth accumulation, and other financial instruments. In addition, you will be responsible for monitoring the performance of client portfolios, conducting regular reviews, and suggesting rebalancing actions in line with prevailing market conditions. Your role will also involve identifying new potential clients, devising acquisition strategies, and implementing client retention initiatives. Educational presentations and meetings will be conducted to inform clients about mutual fund options and the benefits they offer. Staying abreast of financial market trends, economic variables, and industry developments will be crucial in providing clients with up-to-date and relevant investment advice. It is imperative that all client interactions, recommendations, and transactions are well-documented and compliant with internal policies and regulatory standards. Collaboration with sales and marketing teams to support mutual fund campaigns, events, and product promotions will also be a key aspect of this role. Successful candidates for this position are expected to have prior experience in a similar product environment. Furthermore, strict adherence to all financial regulations and company policies while delivering client services is paramount.,