Mutual Fund Relationship Manager (rm)

Year    MP, IN, India

Job Description

Department
Mutual Fund Investment Services
No. of openings
2
Location
bhopal
Qualification
Graduate in Commerce / Finance / Business Administration NISM Mutual Fund Distributor Certification
Experience
1 to 3 years in Mutual Fund sales or advisory Freshers with strong communication & NISM certifica
Responsibilities
Identify potential clients for mutual fund investment



Conduct meetings with new and existing clients to explain MF products



Recommend suitable mutual fund schemes based on client profiles



Assist clients with onboarding, KYC, and investment process



Achieve monthly sales targets and report to the branch head



Stay updated with AMC offerings, product changes, and market news



Organize financial awareness camps/seminars/webinars


Personality Traits
Excellent communication and interpersonal skills Goal-oriented and self-motivated Confident, trustworthy, and proactive Strong client handling and relationship-building skills

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Job Detail

  • Job Id
    JD3944390
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MP, IN, India
  • Education
    Not mentioned
  • Experience
    Year