Key Responsibilities Client Relationship Manager
- Manage and nurture relationships with existing clients.
- Act as the primary point of contact for client queries and concerns.
- Conduct quarterly portfolio reviews and suggest suitable investment solutions.
- Ensure exceptional customer service and maintain high client satisfaction.
Business Development & Sales
- Identify and develop new business opportunities
- Acquire High Net Worth Individuals (HNIs)
- Conduct and organize seminars, workshops, and investor education events
- Build strong relationships with key decision-makers at corporates/institutions
- Cross-sell and upsell mutual fund products to existing clients
- Track market segments for new client acquisition
Pay: ₹15,000.00 per month
Benefits:
- Cell phone reimbursement
- Commuter assistance
- Life insurance
Work Location: In person
