Relationship Manager - Investment

About the Role:

- As an Investment Relationship Manager, you will play a crucial role in acquiring new clients and managing their mutual fund investments.

- Your responsibilities will span client acquisition, portfolio management, relationship building, market analysis, compliance, client education, and achieving sales targets.

Key Responsibilities:

Client Acquisition:

- Identify and onboard new clients interested in mutual fund investments through various channels such as direct sales, referrals, and networking.

- Conduct initial meetings to understand clients' financial goals, risk appetite, and investment preferences.

Portfolio Management:

- Assist clients in constructing and optimizing their mutual fund portfolios based on their financial objectives, risk tolerance, and market conditions.

- Continuously monitor and rebalance portfolios to ensure alignment with clients' evolving needs and market trends.

Relationship Management:

- Maintain strong relationships with existing clients by providing regular updates on their investments, market insights, and performance reviews.

- Address client inquiries promptly and effectively to enhance satisfaction and loyalty.

Market Analysis:

- Stay informed about market trends, economic developments, and regulatory changes affecting mutual fund investments.

- Provide clients with timely and informed advice on investment opportunities and risks.

Compliance:

- Ensure all investment activities adhere to regulatory requirements and company policies.

- Keep accurate records and documentation of client interactions and transactions.

Client Education:

- Conduct educational sessions, seminars, and workshops to educate clients on mutual fund products, investment strategies, and financial planning best practices.

- Empower clients to make informed decisions aligned with their financial goals.

Sales Targets:

- Work towards achieving monthly and quarterly sales targets for mutual fund investments.

- Proactively identify cross-selling and upselling opportunities within the client base.

Required Skills and Qualifications:

- Financial Acumen: Strong understanding of mutual funds, financial markets, and investment principles.

- Communication Skills: Excellent interpersonal and communication skills to build rapport with clients and convey complex financial information clearly.

- Sales Orientation: Proven track record in sales, with the ability to meet and exceed targets.

- Analytical Abilities: Ability to perform market analysis, assess investment opportunities, and manage risk effectively.

- Compliance Knowledge: Familiarity with regulatory requirements governing investment products.

- Client Focus: Dedication to understanding and meeting clients' needs with integrity and professionalism.

Education and Experience:

- Bachelor's/Master's degree in finance, economics, business administration, or related field.

- Relevant certifications (e.g, CFA, CFP) and prior experience in investment advisory or wealth management roles are advantageous