Skills Required - Understanding of Mutual Funds: Should have a strong conceptual understanding of mutual fund products and their suitability for different customer needs. - NISM-Series V-B Certified: Possession of the NISM Mutual Fund Distributors certification (Series V-B) is mandatory. - Growth Mindset: Must be eager to learn, improve continuously, and take initiative to deliver better results. - Efficient Follow-up Skills: Should be proactive in tracking and following up with leads, clients, and stakeholders to ensure timely responses and closures. - Effective Communication: Must be able to communicate clearly and confidently with clients. - A decent command of spoken and written English is essential. - Basic Computer Literacy: Should be comfortable using basic office software for tasks such as documentation, CRM tools, and communication. - Attention to Detail: Accuracy in maintaining client data, compliance records, and reporting is critical. - Understanding of Financial Documents: Basic knowledge of documentation, taxation, and invoice processing is beneficial. - Organizational Skills: Ability to manage a portfolio of clients, prioritize work, and meet deadlines efficiently. - Professional Attitude: Should be reliable, presentable, and client-focused, with a commitment to the organizations code of conduct and service commitment. will be responsible for building and maintaining strong client relationships and ensuring a high level of customer satisfaction. Key responsibilities include: - Onboarding new clients and guiding them through investment processes - Providing advisory support on mutual fund products based on client profiles - Following up with leads and ensuring timely communication and closures - Ensuring compliance with regulatory requirements and documentation standards - Coordinating with the operations team for account setup, KYC, and transaction processing - Maintaining accurate records of client interactions and investment history - Assisting in client reviews and periodic reporting on portfolio performance - Staying updated on market trends, regulatory changes, and mutual fund product developments

Pune

Manager - Client Relationship 

Job Description for Manager - Client Relationship  in ZeepleWork in  Pune for (3-6) years of experience. Apply Now!