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Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client infor...
Sep 20, 2025
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team at MoneyTree Partners. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong re...
Jul 07, 2025
Client Relationship Manager -:-> Making sure all the leads of the clients after placing orders are met.> Ensuring your existing clients are satisfied through after-sales service.> Always ask them for true feedback.> Servicing the client after receiving the order till the time of collection of payment.> Resolve the queries and questio...
Apr 08, 2025
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