Relationship Manager

FundsIndia; Chennai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

FundsIndia in Chennai is seeking an Investment Coach to guide clients toward achieving financial goals through tailored investment decisions and education on mutual funds. The role involves reviewing portfolios and communicating investment concepts in a clear, accessible way.

You will maintain strong client relationships, stay updated on market trends, and ensure recommendations comply with industry guidelines, with a focus on continuous learning and professional development.

Qualifications

• Strong communication skills to explain complex financial concepts clearly.
• Ability to build and maintain client relationships.

Responsibilities

• Understand clients' financial goals, risk tolerance, time horizon, and investment preferences.
• Educate clients about different investment options, markets, and risks/rewards of strategies.
• Clearly communicate complex financial concepts in an understandable manner.
• Regularly review and rebalance portfolios based on market conditions and client changes.
• Ensure investment recommendations comply with regulations and guidelines.
• Build and maintain strong relationships with clients.
• Stay updated on industry trends and new financial products through continuous education.

Skills

Effective communication

Client relationship management

Job description

We are looking for an Investment Coach who is responsible for providing personalized guidance and support to investors seeking to enhance their financial portfolios through strategic investment decisions. This role involves educating clients on mutual funds, reviewing the portfolios and to help them achieve their financial goals. The Investment Coach should possess an understanding of financial markets, investment instruments, and be able to communicate investment concepts in a clear and understandable manner.

JOB ROLES AND RESPONSIBILITIES:

• Understand the financial goals, risk tolerance, time horizon, and investment preferences of clients.
• Educate clients about different investment options, financial markets, and the potential risks and rewards associated with various investment strategies.
• Clearly communicate complex financial concepts in an understandable manner.
• Regularly review and rebalance portfolios based on market conditions and changes in the client's financial situation.
• Ensure that investment recommendations and strategies comply with industry regulations and guidelines.
• Build and maintain strong relationships with clients.
• Stay updated on industry trends, new financial products, and investment strategies through continuous education and professional development.

INVESTMENT COACH REQUIREMENTS:

• Effective communication skills are essential to convey complex financial concepts in a clear and understandable manner to clients.
• Ability to Build and Maintain Strong Client and Business Relationships