Relationship Manager

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