Mutual Fund Relationship Manager

Company Description LIFE DIGNIFIED formerly known as My Money Managment, established In March 2003, is a leading financial planning and wealth management firm rooted in serving their 500 + clients whom they treat as families. LIFE DIGNIFIED is committed to supporting clients achieve their financial goals and wants.

Role Description The Relationship Manager will be responsible for managing client relationships, offering personalized financial guidance, collecting financial data, and providing tailored solutions to meet clients' financial goals.

Daily being updated on market trends that impact investments in mutual funds .

Should be open to learning about insurance products. Coordinate with Operations team to provide smooth ,Efficient and Extraordinary service to the clients.

Strong interpersonal and communication skills in English, with an ability to build and maintain authentic client relationships.

Proficiency in creating financial plans and reviewing investments in Mutual Funds and pension plans.

Organizational and time-management skills to manage multiple client accounts and responsibilities efficiently.

Proven FIELD experience in the financial services industry specially in mutual funds Bachelor’s degree in commerce, finance or a related field is preferred.