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Client Relationship Lead

Client Relationship Lead

Bandhan AMC LimitedPune, Republic Of India, IN
23 hours ago
Job description

The ideal candidate will be responsible for gaining a deep understanding of the clients' investment objectives, risk appetite, and investment horizon. She / he will have to create strategic recommendations based on this understanding. You will do so by building a strong relationship with our clients and analyzing investor profile.

Responsibilities

  • Investor Profiling
  • Understanding Investor objectives
  • Advising the right Mutual Fund that can fulfill the investor needs
  • Track and modify investment strategies on ongoing basis
  • Achieve investor confidence and trust and thus your target nos

Qualifications

  • 8-10 years' of Mutual Fund sales
  • Strong communication and interpersonal skills
  • Affinity towards sales targets and the zeal to achieve them
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    Client Relationship Lead • Pune, Republic Of India, IN

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