Relationship Manager

We are looking for a dynamic and customer-focused Relationship Manager with experience in Mutual Funds and Insurance. Candidates with prior industry experience are preferred; however, freshers with strong knowledge of mutual funds, insurance products, and portfolio management are also encouraged to apply.

The ideal candidate will be responsible for building and maintaining long-term client relationships, understanding client financial needs, and offering suitable investment and insurance solutions.

Key Responsibilities:

• Build, manage, and grow relationships with new and existing clients
• Understand clients’ financial goals and recommend appropriate mutual fund and insurance products
• Manage and review client investment portfolios regularly
• Provide portfolio performance updates and investment insights to clients
• Ensure high levels of customer satisfaction and retention
• Assist clients with onboarding, documentation, and compliance requirements
• Stay updated on market trends, product offerings, and regulatory guidelines
• Achieve assigned business targets and revenue goals