Senior Relationship Manager (Mutual Funds)

Cashrich

2 - 4 years

4 - 7 Lacs

Thane Thane West

Posted:1 week ago| Platform:

Apply

Skills Required

Relationship management Wealth Management Mutual Fund Sales Upselling Mutual Funds Sales Portfolio Management Cross Selling Client Relationship Management Investment Advisory Market Analysis

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a competitive and trustworthy Senior Relationship Manager to help us build up our business activities. Your responsibilities will include discovering and pursuing new sales prospects, negotiating deals, and maintaining customer satisfaction. Your role requires a deep understanding of financial markets and researching suitable investment opportunities for clients.
Responsibilities:1. Investment Advisory - Provide expert guidance on mutual funds, market trends, and investment strategies.2. Mutual Fund Sales & Business Development - Identify and acquire new clients, drive sales of mutual funds, and achieve business targets.3. Client Relationship Management - Build and maintain strong relationships with existing and potential clients.4. Portfolio Management - Analyze client portfolios, suggest fund allocations, and ensure optimal returns.5. Market Analysis - Stay updated on financial markets, regulatory changes, and industry developments.6. Cross-Selling & Upselling - Promote other financial products and services based on client needs.Requirements:1. Proven experience of minimum 2 years in acquiring and selling financial products (Mutual Funds, Insurance) to HNIs2. Effective communication skills (both oral and written)3. Natural flair for sales and investments4. Valid certification of NISM V A is a plus

More Jobs at Cashrich

Senior Relationship Manager (Mutual Funds)

Thane, Thane West

2.0 - 4.0 yrs

INR 4 - 7 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Cashrich

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Senior Relationship Manager (Mutual Funds)