Relationship Manager - Asset Management Firm

The details for the same are as follows:

Company : Leading Asset Management Company.

Role : Relationship Manager

Designation: Open to discussion.

Location : Mumbai

Responsibilities:

1. Identify HNI/UHNI clients to expand the customer base from existing databases .Develop and maintain strong client relationships to maximise sales opportunities.

2. Stay up-to-date with the latest industry trends and knowledge of mutual fund products.

3. Provide clients with in-depth information on mutual fund offerings, including performance, risk factors, and benefits.

4. Provide clients with in-depth information on mutual fund offerings, including performance, risk factors, and benefits.

5. Ensure compliance with all industry regulations and company policies.

6. Conduct business ethically and adhere to all legal and ethical standards.

7. Maintain accurate records of client interactions, sales activities, and pipeline status.

8. Prepare regular reports on sales performance and submit them to the sales manager.

9. Preference to NISM Certified candidates with experience in handling HNI/UHNI/Retail clients.

Note: The above mentioned description is just a gist of the profile. Detail discussion will happen at the time of Personal round of discussion.

Our Client clearly understands and values the worth of an eligible candidate for this position. Therefore salary will not be a constraint for the right candidate.