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.
Valuable 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
Specialists with client-facing Mutual Fund experience from AMCs, banks, stock broking firms or wealth management companies.