Senior Relationship Manager & Relationship Manager

Company Description

Aditya Birla Sun Life Mutual Fund (ABSLMF), established in 1994, is a joint venture between Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. ABSLMF is the 4th largest fund house in India based on domestic average assets under management as of Dec 31, 2021. The company offers a wide range of investment options, covering equity, debt, hybrid funds, and structured assets, attracting almost 7.6 million investor scheme accounts. ABSLMF also provides alternate strategies such as Portfolio Management Services, Real Estate Investments, and Alternative Investment Funds.

Role Description

This is a full-time on-site role located in Mumbai for a Senior Relationship Manager & Relationship Manager. The role involves managing client relationships, identifying investment opportunities, and providing tailored financial advice. Responsibilities include regular client meetings, portfolio management, market analysis, and achieving sales targets. The successful candidate will also ensure compliance with regulatory requirements and contribute to the overall growth and success of the company.

Qualifications

• Strong skills in client relationship management and financial advising
• Experience in portfolio management and investment strategies
• Proficiency in market analysis and identifying investment opportunities
• Sales and target achievement skills
• Excellent communication and interpersonal skills
• Ability to navigate compliance and regulatory requirements
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications and experience in the mutual fund or financial services industry is a plus