Relationship Manager

Company Description

The joint venture of Mahindra & Mahindra Financial Services Limited and Manulife Investment Management (Singapore) Pte. Ltd. brings together Mahindras domestic market strength and Manulifes global wealth and asset management capabilities. Mahindra Manulife Mutual Fund offers a wide variety of investment solutions across asset classes and platforms to meet customer needs.

Role Description

This is a full-time on-site role as a Relationship Manager at Mahindra Manulife Mutual Fund in Bhubaneswar. The Relationship Manager will be responsible for building and maintaining client relationships, understanding client investment needs, providing financial advice, and promoting investment products. Additionally, the Relationship Manager will collaborate with internal teams to ensure client satisfaction and financial goals are met.

Qualifications
 Client Relationship Management and Financial Advisory skills
 Knowledge of investment products and financial markets
 Sales and Networking abilities
 Excellent communication and interpersonal skills
 Strong analytical and problem-solving skills
 Bachelors degree in Finance, Business, Economics, or related field
 Relevant certifications (e.g., CFP, CFA) are a plus,