Relationship Manager

Client Acquisition & Business Development Identify and acquire new clients through cold calling, referrals, networking, and digital leads. Promote and sell mutual fund schemes based on client risk profiles and financial goals. Achieve monthly, quarterly, and annual sales targets. Relationship Management Build and maintain long-term relationships with retail and HNI clients. Conduct regular portfolio reviews and recommend suitable investment strategies. Address client queries, concerns, and service requests promptly. Advisory & Financial Planning Understand client financial needs (retirement, tax planning, wealth creation, etc.). Recommend appropriate mutual fund products (Equity, Debt, Hybrid, SIPs, ELSS, etc.). Educate clients on market trends and investment opportunities. Compliance & Documentation Ensure proper KYC documentation and regulatory compliance. Maintain accurate client records and transaction documentation. Adhere to company policies and financial regulations ...