Relationship Manager

Relationship Manager - Mutual Funds (REQUIRED NISM CERTIFIED ) FOR MOTILAL FRANCHISEE
Responsibilities
Develop and maintain strong relationships with clients and prospects.
Provide expert guidance on mutual fund investments and financial planning.
Understand client needs and recommend suitable mutual fund solutions.
Drive sales and achieve business targets for mutual fund products.
Stay updated with the latest market trends and mutual fund offerings.
Conduct presentations and investment seminars for clients.
Coordinate with internal teams to ensure seamless client service.
Monitor client portfolios and provide regular updates and reviews.
Handle client inquiries and resolve any issues promptly.
Prepare and maintain accurate client records and reports.
Qualifications
Bachelor’s degree in Finance, Business, or related field.
3+ years of experience in a client-facing role within the financial industry.
Strong knowledge of mutual funds and investment products.
Excellent communication and interpersonal skills.
Proven track record of achieving sales targets.
Ability to build and nurture client relationships.
Professional certifications such as CFA or CFP are a plus.
Skills
Mutual Funds
Client Relationship Management
Financial Planning
Sales Strategy
Market Analysis
Presentation Skills
Portfolio Management
Customer Service
Communication
Problem Solving

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• It is a Full Time Field Sales job for candidates with 6 months - 1 years of experience.