Company: SBM Management Consulting
Industry: Stock Market / Financial Services
Location: Noida
Working Hours: 9:00 AM – 6:00 PM
Experience: 1–4 Years
Employment Type: Full-Time
About the Role
We are looking for a dedicated and client-focused Relationship Manager (RM) to manage client relationships and provide mutual fund advisory services. The ideal candidate should have strong communication skills, a sound understanding of financial markets, and the ability to assist clients with their investment-related queries.
Key Responsibilities
Build and maintain robust relationships with clients.
Provide advisory services on Mutual Funds based on clients' investment objectives.
Assist clients with mutual fund transactions and related processes.
Handle client queries and ensure timely resolution.
Conduct periodic portfolio reviews and provide appropriate investment guidance.
Keep clients informed about market updates and mutual fund performance.
Maintain accurate client records and documentation.
Ensure compliance with SEBI, AMFI,
and company policies.
Coordinate with internal teams to ensure seamless client service.
Required Skills
Excellent communication and interpersonal skills.
Robust client relationship management skills.
Valuable knowledge of Mutual Funds and financial markets.
Problem-solving and customer service orientation.
Proficiency in MS Office (Excel, Word, Outlook).
Eligibility
Graduate in any discipline (Finance/Commerce preferred).
1–4 years of experience as a Relationship Manager in the Financial Services, Broking, Banking, or Wealth Management industry.
NISM Series VIII Certification (Mandatory).
Experience in providing Mutual Fund Advisory is mandatory.
Preferred Qualifications
Knowledge of capital markets and investment products.
Experience in client portfolio management.
AMFI Certification will be an added advantage.