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Relationship Manager | Mutual Funds (Asset Management Company)

3.00 to 7.00 Years   Patna,Other Bihar   08 Mar, 2025
Job LocationPatna,Other Bihar
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    Need to focus on below mentioned responsibilities. Build and maintain strong relationships with existing clients and prospects. Provide tailored advice based on clients investment goals, risk tolerance, and time horizons. Offer personalized mutual fund recommendations and portfolio strategies to clients, including retirement plans, wealth-building, and other financial products. Oversee the performance of client portfolios, conduct periodic reviews, and provide rebalancing suggestions in accordance with market conditions. Identify new potential clients and develop strategies to acquire and retain them. Conduct presentations and meetings to educate clients on mutual fund options. Stay updated on financial market trends, economic factors, and industry developments to provide clients with relevant and timely investment advice. Ensure all client interactions, recommendations, and transactions are properly documented and comply with internal policies and regulatory requirements. Collaborate with the sales and marketing teams to assist in mutual fund campaigns, events, and product promotions. Adhere to all financial regulations and firm policies while providing services to clients. Candidates should have experience into similar product.,

Keyskills :
Relationship ManagementInvestment AdvisoryPortfolio ManagementClient AcquisitionRegulatory ComplianceFinancial Market AnalysisSales

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