Relationship Manager - Sales

Sapient Finserv Private Limited

4 - 5 years

0 Lacs

guwahati assam india

Posted:15 hours ago| Platform:

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Skills Required

outreach service support risk portfolio rebalancing strategies finance communication crm

Work Mode

On-site

Job Type

Full Time

Job Description

Location: Guwahati, Assam

About the Role

We’re looking for a passionate and customer-focused Relationship Manager – Sales (Mutual Funds) to join our growing team. The ideal candidate will be responsible for acquiring new clients, building strong relationships, and helping investors achieve their financial goals through suitable mutual fund solutions.

Key Responsibilities

Identify and On-board new clients through proactive outreach efforts
Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.
Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.
Educate customers on the product benefits
Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.
Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.
Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry.

Qualifications & Skills

Graduate/Postgraduate in Finance, Commerce, Economics, or related field.
4-5 years of experience in mutual fund sales, investment advisory, or wealth management.
Strong knowledge of financial markets and investment products.
Excellent communication and relationship-building skills.
Proficiency in MS Office and CRM tools.
Relevant NISM/AMFI Certification.

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