Relationship Manager

Updated: May 11, 2024 03:34 AM GMT

Sapient Finserv Private Limited

Vivekananda Palky, Dibrugarh East, Assam

Job Title: Relationship Manager

Location: Dibrugarh, Assam

Job type: Full Time

Key Responsibilities:

1. Identify and On-board new clients through proactive outreach efforts

2. Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.

3. Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.

4. Educate customers on the product benefits

5. Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.

6. Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.

7. Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry.

Qualification:

1. Graduate/Post graduate

2. Relevant... More Detail