We are seeking a talented Service Manger to join our team. In this role, you will play a key part in analyzing financial data, preparing reports, and providing insights to support strategic decision-making.
Key Responsibilities
Identify and On-board new clients through proactive outreach efforts
Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives.
Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions.
Educate customers on the product benefits
Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs.
Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and manage risk.
Stay updated on market trends, economic developments, and regulatory changes impacting the mutual fund industry
Qualifications
Graduate/Post graduate
Relevant certifications such a NISM/AMFI are a plus
Minimum 2-3 years of experience
Solid understanding of financial markets and investment products
Effective communication and interpersonal skills.
Results-oriented mindset with a focus on delivering exceptional customer service and driving client satisfaction.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.
Apply with LinkedIn
📌 Service Manager (India)
🏢 Udaan Towards Independence
📍 India
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