Relationship Manager - BFSI

Primary Responsibility:

Relationship Manager:

- Manage and nurture relationships with clients and financial advisors.

- Provide expert advice on mutual fund products and investment strategies.

- Identify and develop new business opportunities.

- Conduct portfolio reviews and suggest suitable investment solutions.

- Address client queries and concerns promptly.

- Collaborate with internal teams to ensure seamless service delivery.

- Stay updated with market trends and product developments.

- Achieve sales targets and contribute to the growth of the business

- Proven experience in sales or relationship management within the financial services industry.

- Strong knowledge of mutual fund products and the asset management industry.

- Excellent communication and interpersonal skills.

- Ability to build and maintain long-term relationships with clients.

- Strong analytical and problem-solving abilities.

- Sales-driven and goal-oriented mindset.