About the RoleD.R. Shares & Stock Brokers is hiring an experienced Client Relationship Manager – Mutual Funds to handle existing clients and provide Mutual Fund advisory through virtual/Zoom meetings.
No Cold Calling | No Field Work | Existing Clients
- Key ResponsibilitiesHandle existing clients and build long-term relationships.
- Conduct Zoom/virtual meetings for Mutual Fund advisory and investment discussions.
- Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments.
- Understand client requirements and coordinate with the internal advisory/operations team.
- Maintain regular client communication and records.
Requirements
- 2–7 years of experience in Mutual Funds / Client Relationship / Advisory.
- Experience from AMC, Bank, Stock Broking, Wealth Management or Financial Services preferred.
- Good working knowledge of Mutual Funds and investment products.
- Excellent English & Hindi communication and client-handling skills.
- Graduate mandatory.
- Good computer knowledge and ability to work on Zoom, MS Office & online portals.
- Mature, skilled and relationship-oriented approach.
Preferred Candidates
Professionals with client-facing Mutual Fund experience from AMCs, banks, stock broking firms or wealth management companies.