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Home
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Jobs in patiala
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Skillventory
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Relationship Manager

Relationship Manager

1 - 6 years

|

2 - 7 Lacs

patiala punjab india

Posted:2 weeks ago| Platform: Foundit logo

Apply

Skills Required

client acquisition relationship management mutual funds sales investment advisory channel development account management

Work Mode

On-site

Job Type

Full Time

Job Description

Acquire new clients through prospecting, networking, references, and open market.
Sell mutual fund and investment products, ensuring alignment with client needs.
Build and maintain long-term relationships with clients, distributors, and institutions.
Liaise with investors, banks, and partners to promote targeted schemes.
Coordinate with branches, circle offices, and regional teams for business growth.
Organize and conduct Investor Awareness Programs and client engagement activities.
Ensure adherence to sales processes, compliance, and regulatory guidelines.
Achieve monthly, quarterly, and yearly business targets.
Identify upselling and cross-selling opportunities in existing accounts.
Provide excellent customer service to enhance satisfaction and repeat business.

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