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.
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