Mutual Funds Relationship Manager

Relationship Manager - MF

• Client Retention: Serve as the dedicated point of contact to maintain strong, lasting partnerships with key stakeholders. 
• Needs Assessment: Understand individual client goals and pain points to offer tailored solutions, financial advice, or product recommendations. 
• Problem Resolution: Proactively manage and resolve client escalations, service issues, or disputes in a timely manner. 

• Business Growth: Identify opportunities to cross-sell and upsell products/services to maximize portfolio value and meet sales targets. 
• Cross-Functional Collaboration: Coordinate with internal sales, product, marketing, and operational teams to ensure seamless service delivery. 
• Data Tracking: Maintain accurate records of interactions, account plans, and performance metrics using CRM (Customer Relationship Management) software.