Relationship Manager

FundsIndia; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

FundsIndia is seeking a Virtual Relationship Manager to deliver personalized investment guidance and portfolio support to investors. You will assess client goals, risk profiles, and timelines, educate on mutual funds, and help optimize portfolios while maintaining strong relationships.

The role emphasizes clear communication, market awareness, and ongoing client engagement to drive informed investment decisions.

Qualifications

• Strong understanding of mutual funds and financial markets.
• Ability to understand client financial goals, risk tolerance, investment horizon, and preferences.
• Excellent communication skills with the ability to simplify complex financial concepts.
• Strong customer orientation and relationship-building skills.
• Proficiency in English and Hindi.

Responsibilities

• Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
• Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
• Provide clear and easy-to-understand guidance on investment concepts and strategies.
• Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
• Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
• Build and maintain strong, long-term relationships with clients.
• Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.

Skills

Mutual funds knowledge

Client goal risk profiling

Clear communication

Customer relationship skills

English and Hindi proficiency

Education

Bachelor's Degree

Job description

Designation: Virtual Relationship Manager

Experience: 1 to 8 years

Qualification: Bachelor's Degree

About The Role

We are looking for a Wealth RM to provide personalized investment guidance and support to investors looking to build and enhance their financial portfolios. The role involves understanding clients' financial goals and risk preferences, educating them on mutual funds and investment strategies, reviewing their portfolios, and helping them make informed investment decisions.

Must Have Skills

• Strong understanding of mutual funds and financial markets.
• Ability to understand client financial goals, risk tolerance, investment horizon, and preferences.
• Excellent communication skills with the ability to simplify complex financial concepts.
• Strong customer orientation and relationship-building skills.
• Proficiency in English and Hindi.

Roles and Responsibilities :

• Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
• Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
• Provide clear and easy-to-understand guidance on investment concepts and strategies.
• Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
• Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
• Build and maintain strong, long-term relationships with clients.
• Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.