Top AMC·2 months ago
2 months ago
Relationship Manager-Mutual Funds
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What you'll do
- Client Acquisition & Profiling: Identify and acquire new retail and HNI clients through referrals, networking, and cold leads. Analyze risk tolerance and financial goals to recommend suitable mutual fund schemes.
- Portfolio Management: Conduct regular portfolio reviews with clients, executing rebalancing strategies and upgrading the client’s net worth.
- Cross-Selling & Upselling: Promote a diverse product mix, including Equity, Debt, Hybrid funds, SIPs, and other wealth products to maximize share-of-wallet.
- Client Servicing: Act as the single point of contact for assigned investors. Guide them through transactions, KYC, and resolve operational or NAV-related queries to ensure high retention.
- Inactive Client Revival: Contact dormant investors (dead folios) and guide them back into active investing.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Core Responsibilities
- Client Acquisition & Profiling: Identify and acquire new retail and HNI clients through referrals, networking, and cold leads. Analyze risk tolerance and financial goals to recommend suitable mutual fund schemes.
- Portfolio Management: Conduct regular portfolio reviews with clients, executing rebalancing strategies and upgrading the client’s net worth.
- Cross-Selling & Upselling: Promote a diverse product mix, including Equity, Debt, Hybrid funds, SIPs, and other wealth products to maximize share-of-wallet.
- Client Servicing: Act as the single point of contact for assigned investors. Guide them through transactions, KYC, and resolve operational or NAV-related queries to ensure high retention.
- Inactive Client Revival: Contact dormant investors (dead folios) and guide them back into active investing.
Company
Top AMC
Mumbai, India
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