Mutual Fund Relationship Manager

Haridwarbn; Ambala; On-site; INR 350,000 - 550,000; Full time

Job summary

IMS India Manpower Solutions Private Limited is seeking a Mutual Fund Relationship Manager in Ambala/Haridwar to manage client relationships and guide investment decisions. You will assess client objectives, communicate fund options, and deliver tailored solutions to help clients reach their financial goals.

The role requires strong knowledge of mutual funds, excellent communication, and a proven sales track record.

Qualifications

• Strong knowledge of mutual funds and investment products.
• Excellent relationship management and communication skills.
• Proven sales skills with a focus on client satisfaction.
• Ability to analyze market trends and provide strategic advice.

Responsibilities

• Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.
• Provide expert advice on mutual fund products and services, ensuring clients are well-informed about their options.
• Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
• Collaborate with the sales team to identify new business opportunities and expand the client base.
• Stay updated on market trends and changes in mutual fund regulations to provide accurate information to clients.
• Prepare and deliver presentations to clients, showcasing the benefits of mutual fund investments.

Skills

Mutual funds

Sales

Relationship management

Investment

Job description

Posted By**IMS India Manpower Solutions Private Limited**Actively HiringBe An Early Applicant# Mutual Fund Relationship Manager15 hours agoIMS India Manpower Solutions Private LimitedLocationAmbala, HaridwarExperience0 YrsSalaryNot DisclosedTypeFull Time## Skills For This Role4 skillsmutual fundssalesrelationship managementinvestment## Job Description```We are seeking a dedicated and knowledgeable Mutual Fund Relationship Manager to join our team. In this role, you will be responsible for managing client relationships and providing expert guidance on mutual fund investments. Your primary focus will be on building and maintaining strong relationships with clients, understanding their investment needs, and offering tailored solutions to help them achieve their financial goals. Key Responsibilities:- Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.- Provide expert advice on mutual fund products and services, ensuring clients are well-informed about their options.- Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.- Collaborate with the sales team to identify new business opportunities and expand the client base.- Stay updated on market trends and changes in mutual fund regulations to provide accurate information to clients.- Prepare and deliver presentations to clients, showcasing the benefits of mutual fund investments.Required Skills:- Strong knowledge of mutual funds and investment products.- Excellent relationship management and communication skills.- Proven sales skills with a focus on client satisfaction.- Ability to analyze market trends and provide strategic advice.- Strong organizational skills and attention to detail.If you are passionate about helping clients navigate the world of investments and have a strong background in mutual funds, we encourage you to apply for this exciting opportunity. Join us in making a difference in our clients' financial journeys.```Industry: BPO / Call CenterDepartment: Customer Service (International), Customer Service (Domestic)IIIMS India Manpower Solutions Private Limited