Relationship Manager

Job Title: Mutual Fund Advisor

Reports to: Branch Manager

Location: HSR Bengaluru

Job Summary:

We are seeking a highly motivated and experienced Mutual Fund Advisor to join our team. The successful candidate will be responsible for advising clients on mutual fund investments, building and maintaining client relationships, and achieving sales targets.

Key Responsibilities:

1. Provide expert advice to clients on mutual fund investments, including fund selection, portfolio management, and risk assessment.

2. Build and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.

3. Achieve sales targets by identifying new business opportunities and converting leads into sales.

4. Stay up-to-date with market trends, economic changes, and regulatory updates to provide informed investment advice.

5. Collaborate with internal stakeholders, including sales teams and product specialists, to deliver exceptional client service.

6. Ensure compliance with regulatory requirements, industry standards, and company policies.

Desired Candidate Profile:

1. 1+ years of experience in mutual fund sales, advisory, or a related field.

2. Professional certification in mutual funds, such as AMFI or NISM.

3. Strong knowledge of mutual fund products, investment strategies, and market trends.

4. Excellent communication, interpersonal, and sales skills.

5. Ability to work in a fast-paced environment and prioritize multiple tasks.

What We Offer:

1. Competitive salary and incentives.

2. Opportunities for professional growth and development.

3. Comprehensive training and support.

4. Collaborative and dynamic work environment.

5. Medical Insurance