Website:
mastertrust.co.in
Job details:
Company Description mastertrust Group is one of the leading financial services companies in India, focused on nurturing a strong investment culture built around value investing. With over two decades of successful client servicing, the organization has grown to more than 1,000 employees and manages over 300,000 client relationships. mastertrust operates as a one-stop destination for retail customers seeking comprehensive investment solutions and relationship-driven advisory services. The company is committed to meeting the full spectrum of its clients’ financial needs through personalized service and long-term partnerships. Its philosophy is rooted in helping clients build sustainable wealth through disciplined, value-oriented investment strategies.
Role Description The Relationship Manager role at mastertrust is a full-time, on-site position based in Mumbai. The Relationship Manager will be responsible for managing and growing a portfolio of retail clients, providing investment guidance aligned with the company’s value investing philosophy. This includes regular client interactions, understanding financial goals, recommending suitable products, and ensuring high levels of service and satisfaction. The role involves coordinating with internal teams to execute client transactions, resolve queries, and deliver timely portfolio reviews and performance updates. The Relationship Manager will also proactively identify new business opportunities, develop long-term relationships, and contribute to the overall growth of mastertrust’s client base.
Qualifications
- Strong client relationship management and customer service skills, with the ability to build trust and maintain long-term partnerships.
- Sound knowledge of financial markets, investment products, and portfolio management, preferably with exposure to value investing concepts.
- Effective communication and interpersonal skills, including clear verbal and written communication and active listening abilities.
- Sales and business development capabilities, including prospecting, cross-selling, and achieving relationship and revenue targets.
- Analytical and problem-solving skills to assess client needs, interpret market information, and recommend suitable investment solutions.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., NISM, NCFM) are an advantage.
- Prior experience in retail financial services, wealth management, or relationship management roles is preferred.
- Ability to work in a fast-paced, target-oriented environment in Mumbai, with a client-centric mindset and ethical approach to advice.
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