Job Description

Job Title: Relationship Manager - Mutual Funds

Location: Kandivali East

Department: Sales

Role Overview:

Responsible for managing and nurturing relationships with existing customers by understanding their financial objectives and offering customized investment solutions. Ensures client satisfaction and retention through consistent engagement, while proactively generating new business via referrals, targeted outreach, and networking.

Role and Responsibilities:

Engage with existing customers to understand their financial goals and provide tailored investment solutions.

Maintain strong customer relationships to ensure long-term satisfaction and retention.

Actively seek customers' referrals and expand the customer base through targeted outreach and networking.

To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the sales.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹40,000.00 per month

Benefits:

Paid sick time Paid time off
Application Question(s):

What strategies you used for customer retntion? Would you have NISM certification?
Education:

Bachelor's (Preferred)
Location:

Kandivali East Extn Counter, Mumbai, Maharashtra (Preferred)
Work Location: In person