Relationship Manager

Role & responsibilities

• Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
• Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
• Provide clear and easy-to-understand guidance on investment concepts and strategies.
• Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
• Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
• Build and maintain strong, long-term relationships with clients.
• Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development.

Must Have Skills

• Strong understanding of mutual funds and financial markets.
• Ability to understand client financial goals, risk tolerance, investment horizon, and preferences.
• Excellent communication skills with the ability to simplify complex financial concepts.
• Strong customer orientation and relationship-building skills.
• Proficiency in English.