Relationship Executive(RM)

CONTACT NUMBER-9522288238

Relationship Manager – Mutual Fund & Financial Services

Job Role: Relationship Manager
Industry: Mutual Fund / Financial Services / Investment
Employment Type: Full Time
Experience: 0–3 Years
Location: BHOPAL

Job Description

We are looking for a motivated and customer-focused Relationship Manager to develop and maintain strong relationships with clients and assist them in achieving their financial goals through suitable investment solutions.

Key Responsibilities

• Develop and maintain strong relationships with existing and prospective clients.
• Understand clients' financial goals, investment needs and risk preferences.
• Explain Mutual Funds, SIPs, Lumpsum Investments and other financial products to clients.
• Generate new leads through calls, references, networking and other business-development activities.
• Follow up with prospective clients and convert leads into business.
• Assist clients with account opening, KYC and investment-related processes.
• Provide regular service and support to existing clients.
• Achieve monthly and quarterly business targets.
• Maintain proper records of client interactions, leads and business activities.
• Conduct client meetings and presentations when required.
• Stay updated with financial products, market trends and company offerings.

Skills Required

• Good communication and interpersonal skills.
• Customer relationship management skills.
• Sales and business development mindset.
• Basic knowledge of Mutual Funds and financial products.
• Ability to achieve targets and work independently.
• Good follow-up and negotiation skills.
• Basic computer knowledge.
• Freshers with good communication skills can also apply.

Key Performance Areas

• New Client Acquisition
• SIP & Mutual Fund Business
• Lead Conversion
• Client Retention
• Customer Service
• Achievement of Monthly/Quarterly Targets

What We Offer

• Attractive salary with performance-based incentives.
• Growth and career development opportunities.
• Training on Mutual Funds and financial products.
• Professional and supportive work environment.

Pay: ₹10,029.16 - ₹32,559.27 per month

Work Location: In person