Relationship Manager @ Choice International

Job Description

Job Title: Relationship Manager
Location: Navi Mumbai
About the company
Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial
problems and bridging gaps for individuals, institutions and governments.
For past 31 years we are committed to help our clients achieve their financial aspirations and
promote value creation for society.
Job Summary:
We are looking for a proactive Relationship Manager to manage client relationships focused on
mutual fund equity products and financial services. You will provide tailored investment solutions
and advice while ensuring client satisfaction.
Key Responsibilities:
- Client Management: Build and maintain strong relationships with clients, addressing inquiries and
providing investment guidance.
- Advisory Services: Analyze clients financial needs and recommend suitable mutual fund and equity
products.
- Business Development: Identify and pursue new business opportunities; conduct client education
workshops.
- Market Knowledge: Stay updated on industry trends and regulations to inform clients and enhance
product offerings.
- Compliance: Ensure adherence to regulatory requirements and prepare client portfolio reports.
Qualifications:
- Bachelors degree in Finance or related field; Masters degree or certifications (CFA/CFP) preferred.
- 1 year of experience in relationship management in financial services.
- Strong knowledge of mutual funds and equity markets.

- Excellent communication and analytical skills.
What We Offer:
- Competitive salary and bonuses
- Comprehensive benefits package
- Opportunities for professional development

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Keyskills:   Sales Demat Mutual Funds Broking Equity Sales Business Development B2B Sales