Job Overview:
We are seeking a motivated and dynamic individual to join our team as a Customer Relationship Manager, specializing in promoting mutual fund products. In this role, you will engage with customers, build lasting relationships, and help them navigate investment options to achieve their financial goals. Ideal for freshers with excellent communication skills who are eager to grow in the finance industry.
Key Responsibilities:
Build and maintain strong relationships with customers to understand their investment needs.
Promote and provide information on mutual fund products tailored to customer profiles.
Assist customers with product selection and explain investment options clearly.
Guide clients through the investment process, ensuring their satisfaction.
Resolve customer queries related to mutual fund investments and account management.
Stay updated on market trends, product offerings, and industry changes to provide informed recommendations.
Ensure customers are informed about the latest promotions, offerings, and investment opportunities.