Roles and Responsibilities :
- Develop and maintain relationships with existing clients to identify their financial goals and provide tailored investment solutions.
- Identify current business opportunities through networking, referrals, and market research to drive revenue growth.
- Collaborate with internal teams to develop sales strategies and product knowledge to meet client needs.
- Monitor client portfolios regularly to ensure alignment with their objectives.
Job Requirements :
- 0-5 years of experience in mutual funds sales or related field (e.g., brokerage services).
- Strong understanding of financial markets, products, and regulations.
- Excellent communication, negotiation, and interpersonal skills for building strong client relationships.
- Ability to work independently as well as part of a team.
📌 Relationship Manager (Surat)
🏢 Alice Blue Financial Services
📍 Surat
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