Relationship Manager

Roles and Responsibilities :

• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Open new accounts, process transactions, and maintain accurate records in a timely manner.
• Identify cross-selling opportunities for mutual funds, insurance products, and other relevant financial services.
• Provide exceptional customer service by resolving client queries and concerns promptly.

Job Requirements :

• 1-8 years of experience in account opening, SIP (Systematic Investment Plan), or mutual funds sales.
• Strong understanding of banking operations and regulations.
• Excellent communication skills with ability to build strong relationships with clients.