N
Nippon India Mutual Fund (NIMF)
Senior Relationship Manager
Skills
Financial Planning
3 years ago
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Important information
Contract type:
Permanent
Location:
Korba, Chhattisgarh, India
Work mode:
Onsite
Published on:
13 October 2026
What they need
- Client Relationship Management: Developing and nurturing strong and long-lasting relationships with high-value clients, understanding their goals, needs, and expectations
- Needs Assessment: Conducting in-depth needs assessments to understand clients' financial objectives, risk tolerance, and investment preferences
- Customized Solutions: Collaborating with internal teams (investment advisors, financial analysts, product specialists) to develop and present personalized solutions that align with clients' financial goals
- Financial Planning: Assisting clients in creating comprehensive financial plans and strategies, which may include investment planning, retirement planning, estate planning, and tax optimization
- Portfolio Management: Overseeing the management of client portfolios, making investment recommendations, and ensuring proper asset allocation based on clients' risk profiles
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