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