Relationship Manager - Mutual Funds

We are seeking a dedicated and experienced Relationship Manager specializing in Mutual Funds to join our team. The ideal candidate will have a strong background in banking and client relationship management, particularly with Ultra High Net Worth Individuals (UHNI) and Non-Resident Indians (NRI). As a Relationship Manager, you will be responsible for managing and nurturing client relationships, providing tailored financial solutions, and ensuring a high level of client satisfaction. Key Responsibilities: - Develop and maintain relationships with UHNI and NRI clients, understanding their financial needs and investment goals. - Provide expert advice on mutual fund products and services, ensuring clients are well-informed about their options. - Collaborate with internal teams to deliver comprehensive banking solutions, including CASA and current account services. - Actively seek new business opportunities and expand the client base through networking and referrals. - Monitor market trends and investment performance to provide clients with timely updates and recommendations. - Ensure compliance with regulatory requirements and internal policies while managing client portfolios. Required Skills: - Strong knowledge of mutual funds and investment products. - Excellent communication and interpersonal skills to effectively engage with clients. - Proven experience in client handling and relationship management. - Familiarity with banking products and services, particularly CASA and current accounts. - Ability to work independently and as part of a team in a fast-paced environment. - Strong analytical and problem-solving skills. If you are passionate about finance and have a proven track record in client relationship management, we encourage you to apply for this exciting opportunity to make a significant impact in the financial services industry.