Relationship Manager- Mutual Funds

Marketing And Management Solutions Private Ltd; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

Marketing And Management Solutions Private Ltd in Pune invites an experienced relationship-focused professional to drive client engagement in mutual funds. You will build and maintain relationships with clients and investors, present investment solutions, and handle queries and portfolio reviews to help clients meet their financial goals.

You will generate new business opportunities, pursue targets, and maintain accurate client records while delivering timely follow-ups.

Qualifications

• 3–4 years of experience in the mutual fund industry.
• Good knowledge of mutual fund products and investment options.
• Strong communication, sales, and relationship management skills.

Responsibilities

• Build, maintain strong relationships with clients & investors
• Provide investment solutions
• Handle client queries, portfolio reviews, regular follow-ups
• Generate new business opportunities, achieve targets
• Maintain client records, Client engagement

Skills

Strong communication

Sales skills

Relationship management

Job description

• Build, maintain strong relationships with clients & investors
• Provide investment solutions
• Handle client queries, portfolio reviews, regular follow-ups
• Generate new business opportunities, achieve targets
• Maintain client records, Client engagement

Required Candidate profile

3–4 years of experience in the mutual fund industry is mandatory.

Good knowledge of mutual fund products and investment options.

Strong communication, sales, and relationship management skills.