Relationship Manager
Linac Finserv pvt. ltd. · Gurugram · onsite · Posted 42d ago
Not disclosed2–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
We are seeking a results driven Relationship manager with 2-3 years of proven experience in mutual fund sales to join our growing team. You
will be responsible for acquiring new retail and HNI clients, managing existing investor portfolios, and driving Assets Under Management growth through
tailored mutual fund sales.
Responsibilities
will be responsible for acquiring new retail and HNI clients, managing existing investor portfolios, and driving Assets Under Management growth through
tailored mutual fund sales.
Responsibilities
- Prospect and onboard new retail and HNI clients to expand the firm's MF AUM.
- Analyze client financial goals, risk profiles, and investment horizons to recommend suitable mutual fund schemes.
- Act as primary point of contact for mapped clients, conducting regular portfolios reviews, rebalancing strategies and ensuring high client retention.
- Ensure seamless client onboarding in strict adherence to regulatory guidelines and internal compliance standards.
- 2-3 years experience in MF Distribution, sales, wealth management.
- Graduate/ MBA
- Female preferred/ Male candidate can also be considered.
- Strong communication and interpersonal skills
- Must have own conveyance.
Sourced from foundit
Skills
Client OnboardingMutual Fund Sales