Investment Relationship Manager

Job Details

Work Level: Individual

Core: Communication Skills

Leadership: Building Work Relationships

Role:

Industry Type: BFSI

Function: MF Distributer / Advisor

Key Skills: Mutualfund sales,Mutual Fund

Education: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner

Role Description

This is a full-time on-site role as an Investment Relationship Manager at Workassist in Mumbai. As an Investment Relationship Manager, you will be responsible for managing and developing relationships with clients, advising them on investment options, and providing financial guidance. You will also be responsible for analyzing market trends, identifying investment opportunities, and ensuring client satisfaction.

Communication skillls

• To promote all the product line of Mutual Fund
• To up sell Mutual Fund products to Retail/HNI Clients
• To generate fresh leads and acquire clients through reference to shore up the clientele
• To achieve sales and revenue targets spread across product mix
• To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
• Profiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clients
• One point of contact for the assigned client

Qualifications

• Strong knowledge of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Analytical and problem-solving skills
• Ability to work independently and as part of a team
• Understanding of regulatory and compliance requirements
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., CFA, CFP) are a plus

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles and employers with the best talent across different industries and experience levels through our e-recruitment technology. We work with over 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT and Operations, and legal to help them recruit great emerging talents.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!