Relationship Manager - Mutual Fund

Client Relationship Management: Build and nurture strong relationships with clients, including individual investors, high-net-worth individuals, and institutional investors. Act as the primary point of contact for clients, addressing their queries, concerns, and investment objectives. Regularly communicate with clients to provide updates on their investment portfolios and market developments. Financial Advisory: Assess clients financial situations, risk tolerance, and investment preferences to develop customized investment strategies. Provide comprehensive investment advice and recommendations based on clients financial goals, market trends, and investment products available within the mutual fund. Portfolio Management: Analyze market trends, economic indicators, and fund performance to make informed investment decisions. Construct and manage diversified investment portfolios tailored to each clients risk profile and investment objectives. Monitor portfolio performance and recommend adjustments as necessary to optimize returns and manage risk. Sales and Business Development: Identify opportunities to expand the client base and grow assets under management. Proactively reach out to potential clients through networking events, seminars, and referrals. Collaborate with the sales team to promote mutual fund products and services, and participate in marketing campaigns to attract new investors. Compliance and Regulatory Compliance: Ensure compliance with regulatory requirements and industry standards in all client interactions and investment activities. Stay updated on relevant regulations, compliance guidelines, and industry best practices.