Job Description

We are looking for a proactive and customer-centric

Relationship Manager - Mutual Funds

to drive mutual fund sales and manage a portfolio of retail and HNI clients. The ideal candidate will be responsible for building strong client relationships, understanding financial goals, and offering the right mutual fund solutions to help clients achieve them.

Key Responsibilities:

Acquire new clients for mutual fund investments through direct sourcing, referrals, and partnerships. Maintain and grow existing client relationships through regular follow-ups, portfolio reviews, and financial goal tracking. Understand client risk profiles and recommend suitable mutual fund products across equity, debt, hybrid, and ELSS categories. Conduct regular portfolio reviews and suggest changes based on market conditions or client objectives. Stay updated on mutual fund industry trends, new schemes, NAV movements, and regulatory changes. Achieve assigned sales targets and contribute to business growth through proactive relationship management. Ensure compliance with SEBI regulations and internal KYC, AML, and documentation procedures. Organize webinars, client meets, and financial literacy sessions to increase product awareness.
Job Type: Full-time

Pay: ?25,000.00 - ?75,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Commission pay Performance bonus
Language:

English (Preferred)
Work Location: In person