Trainee Relationship Manager

As a fresher joining our team, your primary responsibilities will include client acquisitions, conducting meetings, and ensuring timely follow-ups. It will be crucial for you to learn and understand clients" financial goals, risk appetite, and investment preferences to provide them with suitable investment options. You will also be supporting in explaining mutual fund products, their features, and regulatory disclosures to clients. Additionally, you will assist clients with account opening formalities, documentation, and basic servicing needs. Coordination with operations, compliance, and product teams to resolve client queries will be an essential part of your role. You will have the opportunity to shadow client calls and meetings to learn effective prospecting and relationship-building techniques. Identifying cross-selling opportunities and supporting relevant initiatives will also be among your responsibilities. Maintaining accurate records of interactions, leads, and service requests as per internal protocols will be expected. It will be essential for you to stay updated on mutual fund products, industry trends, and regulatory guidelines through regular training sessions. During your training period, the focus areas will include basics of mutual funds and financial planning, client communication and soft skills development, client and AP acquisition strategies, compliance and KYC documentation procedures, CRM and sales reporting tools utilization, as well as SEBI mutual fund regulations and distributor ethics. This is a full-time, permanent position with a work schedule from Monday to Friday and availability on weekends may be required. The work location will be in-person to ensure effective collaboration and communication within the team.,