Relationship Manager

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

Job summary

FundsIndia is seeking an Investment Coach in Chennai to provide personalized guidance to investors. You will educate clients on mutual funds, review portfolios, and help them achieve financial goals with clear communication of investment concepts.

The role focuses on understanding client objectives, regularly reviewing portfolios, and ensuring recommendations comply with guidelines and regulations. Strong relationship-building skills are essential.

Qualifications

• Effective communication to convey complex financial concepts clearly.
• Ability to build and maintain strong client relationships.
• Understanding of financial markets and investment instruments.

Responsibilities

• Understand each client's financial goals, risk tolerance, and time horizon.
• Educate clients about investment options, markets, and risk/rewards.
• Explain complex concepts in simple terms to clients.

Skills

Communication skills

Financial markets

Portfolio review

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 if the secret ... starword

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