Relationship Manager

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

Job summary

FundsIndia is seeking an Investment Coach to provide personalized guidance to investors, helping them enhance portfolios through strategic investment decisions. The role involves educating clients on mutual funds, reviewing portfolios, and guiding them toward their financial goals.

The ideal candidate will understand markets, investment instruments, and communicate concepts clearly in English. You will build strong client relationships, stay updated on industry trends, and ensure recommendations

Qualifications

• Understand clients' goals, risk tolerance, and time horizon.
• Educate clients about investment options and strategies.
• Regularly review and rebalance portfolios based on market conditions.
• Ensure recommendations comply with regulations.

Responsibilities

• Understand clients' goals, risk tolerance, and time horizon.
• Educate on funds, markets, risks, and rewards.
• Communicate complex concepts clearly.
• Regularly rebalance portfolios as markets change.
• Ensure recommendations comply with regulations.
• Build and maintain strong client relationships.
• Stay updated on industry trends and products.

Skills

Client needs analysis

Investment education

Portfolio review

Regulatory compliance

Relationship management

English proficiency

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.

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