Relationship Manager - ITI Mutual Fund

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions through mutual funds.
• Develop new business opportunities by identifying potential clients and building relationships with them.
• Conduct regular meetings with clients to understand their needs, concerns, and expectations.
• Meet or exceed monthly targets for sales performance.

Job Requirements :

• 1-9 years of experience in asset management, business development, or related field.
• Strong understanding of mutual funds sales principles and practices.
• Excellent communication skills for effective client interaction.
• Ability to work independently as well as part of a team.