Relationship Manager

Job Description

Company Description UTI Mutual Fund marks the creation of the Indian mutual fund industry in 1963. The initiative was aimed at attracting small investors and was made possible through the collective efforts of the Government of India and the Reserve Bank of India. Today, UTI Mutual Fund continues to be a prominent player in the financial sector, offering a diverse range of investment products tailored to meet the unique needs of its clients. Role Description This is a full-time on-site role for a Relationship Manager located in Salem. The Relationship Manager will be responsible for maintaining and developing client relationships, offering investment advice, leveraging cross-sell opportunities, and ensuring customer satisfaction. Daily tasks include meeting with clients, conducting financial assessments, presenting investment solutions, and staying updated with market trends and UTI's product offerings. Qualifications Client Relationship Management and customer service skills Financial Assessments and Investment Advisory skills Sales and Cross-Selling skills Up-to-date knowledge of financial products and market trends Excellent communication and presentation skills Ability to work independently and collaboratively in a team Bachelor's degree in Finance, Business Administration, or related field Experience in the financial services industry is a plus Show more Show less