Relationship Manager – Mutual Fund Sales

Year    WB, IN, India

Job Description

Relationship Manager - Mutual Fund Sales



Location:

Bhawanipur (Kolkata - 700025)

Department:

Sales |

Industry:

Financial Services / Investment Advisory

Experience:

06-Months to 3 Years

Employment Type:

Full-time

About the Role

:

We are looking for a

dynamic and client-focused Relationship Manager

to drive

Mutual Fund Sales

and investment solutions. The ideal candidate must possess strong knowledge of

Mutual Funds, SIPs, Debt Funds, and Investment Planning

with a passion for achieving targets and helping clients grow their wealth.

Skills & Competencies:



Strong knowledge of

Mutual Funds, SIPs, and Debt Funds.

Excellent communication, presentation, and negotiation skills. Proven track record in

Sales / Relationship Management

in the BFSI sector. Ability to explain

financial products

and

investment returns

clearly. Result-oriented with a client-first approach.

Qualifications:



Graduate in

Finance, Commerce, Business, or Economics.

NISM Mutual Fund Certification

preferred. Experience in

Mutual Fund Distribution, AMC, or Financial Advisory

will be an advantage.

Skills & Competencies:



Strong knowledge of

Mutual Funds, SIPs, and Debt Funds.

Excellent communication, presentation, and negotiation skills. Proven track record in

Sales / Relationship Management

in the BFSI sector. Ability to explain

financial products

and

investment returns

clearly. Result-oriented with a client-first approach.

Qualifications:



Graduate in

Finance, Commerce, Business, or Economics.

NISM Mutual Fund Certification

preferred. Experience in

Mutual Fund Distribution, AMC, or Financial Advisory

will be an advantage.

Compensation:



Competitive Salary +

Performance-based Incentives

Opportunity for

career growth

in the Financial Services domain.

Why Join Us:



Work with a

growing and dynamic financial organization

. Get exposure to diverse

mutual fund products and investment portfolios.

Enjoy a performance-driven, rewarding career path.

DV INSURANCE BROKING PVT. LTD.

company specializes in insurance and pension funding services, acting as a broker to help clients find suitable insurance policies. Located at 43/2B Suhasini Ganguly Sarani, Bhowanipur, Kolkata 700025.

Job Types: Full-time, Fresher

Pay: Up to ₹25,000.00 per month

Benefits:

Cell phone reimbursement Commuter assistance
Work Location: In person

Expected Start Date: 10/11/2025

Beware of fraud agents! do not pay money to get a job

MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Job Detail

  • Job Id
    JD4567149
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    WB, IN, India
  • Education
    Not mentioned
  • Experience
    Year