Relationship Manager

Job Description (Relationship Manager) :

• Acquire new clients through prospecting, networking, references, and open market.
• Sell mutual fund and investment products, ensuring alignment with client needs.
• Build and maintain long-term relationships with clients, distributors, and institutions.
• Liaise with investors, banks, and partners to promote targeted schemes.
• Coordinate with branches, circle offices, and regional teams for business growth.
• Organize and conduct Investor Awareness Programs and client engagement activities.
• Ensure adherence to sales processes, compliance, and regulatory guidelines.
• Achieve monthly, quarterly, and yearly business targets.
• Identify upselling and cross-selling opportunities in existing accounts.
• Provide excellent customer service to enhance satisfaction and repeat business.

Skills Required

Client Acquisition, Relationship Management, Mutual Funds Sales, Investment Advisory, Networking, Channel Development, Account Management