Relationship Manager - Mutual fund & Insurance

Role Overview: Looking for a motivated professional to manage client relationships, business development, promote mutual fund and insurance products, and ensure smooth investment servicing. Key Responsibilities: • Client engagement, queries handling and troubleshooting and etc. • Mutual fund transaction handling • Purchases, redemption, switch, SIP etc. • Recommend suitable MF schemes, SIP and insurance solutions to clients • Business development activities for new client’s acquisition • Provi…