Key Responsibilities Develop and maintain strong relationships with existing and prospective clients. Understand client financial needs, risk appetite, and investment objectives. Recommend suitable mutual fund schemes aligned with client goals. Assist clients with account opening, KYC, and investment transactions. Provide regular portfolio reviews and performance updates. Achieve sales and revenue targets through client acquisition and retention. Conduct investor education sessions and presentations. Stay updated on market trends, new fund launches, and regulatory changes. Ensure compliance with SEBI/AMFI guidelines and company policies. Desired Candidate Profile Education: Graduate/Postgraduate in Finance, Commerce, Economics, or related fields. Experience: 2+ years in financial services, wealth management, or mutual fund distribution. Skills: Strong knowledge of mutual funds and investment products. Excellent communication and interpersonal skills. Ability to build trust and long-term client relationships. Analytical mindset for portfolio evaluation. AMFI/NISM VA certification preferred. Benefits & Growth Competitive salary with performance-based incentives. Opportunity to grow into senior advisory or leadership roles. Continuous learning through training and certification programs

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Client Relationship Manager