Role & responsibilities :

Relationship Management
Provide personalized investment strategy and product recommendations aligned with each client's goals, risk tolerance and investment horizon.
Build and nurture long-term client relationships founded on trust, transparency, and consistent service.

Portfolio Management
Monitor client portfolios on an ongoing basis and provide regular performance updates and rebalancing recommendations.
Analyze market data and financial indicators to formulate sound, evidence-based investment advice.

Market & Regulatory Awareness
Stay current on investment products, market condition and regulatory changes
Continuously expand product knowledge across mutual funds, SIF, PMS and alternative investments as applicable.

Compliance & Governance
Ensure every client interaction and transaction complies with applicable legal,



regulatory and internal company standards.
Maintain accurate documentation, disclosures and suitability assessments for all recommendations.

Preferred candidate profile :
Degree in Finance or a related field.
NISM Series V-A Mutual Fund Distributors
Proven experience in related roles involving investment strategy
Solid working knowledge of investment products and services
Excellent communication and interpersonal skills with the ability to explain complex financial concepts clearly.
Robust analytical skills and attention to detail

Preferred / Bonus Qualifications
Qualified certifications such as CFP or equivalent.
Additional NISM certifications in SIF/PMS

📌 Relationship Manager Research Chennai (India)
🏢 Fouress Finserv
📍 India