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Relationship Manager - MF Collections

ConfidentialMadurai, Dindigul

8 days ago

Job description

Roles and Responsibility

Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
Conduct thorough needs analysis to identify opportunities for growth and improvement.
Collaborate with internal teams to develop and implement effective business strategies.
Provide exceptional customer service and support to ensure client satisfaction and retention.
Stay up-to-date with market trends and regulatory changes to remain competitive.
Identify and mitigate risks associated with investments to ensure compliance with regulatory requirements.

Job Requirements

Proven experience in relationship management within the BFSI industry, preferably in mutual funds.

Strong understanding of financial markets and products, including mutual funds.

Excellent communication and interpersonal skills are required to build strong relationships with clients.

Ability to analyze complex data and make informed decisions to drive business growth.

Strong problem-solving and analytical skills to identify and mitigate risks.

Experience working in a fast-paced environment with multiple priorities and deadlines.

Skills Required

Financial Analysis, Client Management, Data Analysis, crm software, Relationship Building

Relationship Manager • Madurai, Dindigul