Relationship Manager - Sales

As a Relationship Manager - Sales (Mutual Funds) in Guwahati, Assam, you will play a crucial role in acquiring new clients, fostering strong relationships, and assisting investors in achieving their financial objectives through appropriate mutual fund solutions. **Key Responsibilities:** - Identify and onboard new clients by actively reaching out to potential prospects. - Cultivate and nurture lasting relationships with current clients, delivering personalized service to cater to their investment requirements and goals. - Perform thorough client needs assessments to grasp their financial objectives, risk tolerance, and investment preferences, and suggest suitable mutual fund products. - Educate clients on the advantages of the products offered. - Conduct regular portfolio reviews with clients to assess their investment goals, risk tolerance, and financial requirements. - Execute timely portfolio adjustments and rebalancing techniques to enhance portfolio performance and mitigate risks. - Remain up-to-date on market trends, economic changes, and regulatory updates affecting the mutual fund sector. **Qualifications & Skills:** - Graduation/Postgraduation in Finance, Commerce, Economics, or a related discipline. - 4-5 years of experience in mutual fund sales, investment advisory, or wealth management. - Profound understanding of financial markets and investment instruments. - Exceptional communication and relationship-building abilities. - Proficiency in MS Office and CRM tools. - Relevant NISM/AMFI Certification. Join our team and contribute to the growth of our clientele while providing outstanding service in the dynamic mutual fund industry.,