Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Home
>
Jobs in Mumbai
>
Tata Capital
>
ERM - Monefy - Mumbai - Lower Parel - JM

ERM - Monefy - Mumbai - Lower Parel - JM

Tata Capital

1 - 4 years

4 - 8 Lacs

Mumbai

Posted:1 month ago| Platform:

Apply

Skills Required

sales mutual funds sales relationship management mutual funds financial markets business development distribution corporate sales marketing client relationship management portfolio insurance sales sip wealth management finance direct sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a highly motivated and experienced Relationship Manager to join our team in Mumbai. The ideal candidate will have 1-4 years of experience in mutual fund sales.
Roles and Responsibility

Establish relationships with registered users and provide tailored financial solutions.

Recommend mutual funds based on clients'' investment goals and objectives.

Achieve sales targets for mutual fund sales, including SIP and lump sum investments.

Resolve client queries and concerns promptly and professionally.

Help investors review their mutual fund portfolios and provide personalized advice.

Stay connected with clients to provide regular portfolio and market updates.

Pitch new products such as NFOs and other investment opportunities.

Leverage referrals from existing users to onboard new investors on the platform.

Job

Good communication skills and ability to build strong relationships with clients.

Experience in mutual fund or insurance sales, with a good understanding of mutual fund investments and products.

Target-oriented mindset with a focus on achieving sales targets.

NISM mutual fund distribution certification is preferred.

Ability to work in a fast-paced environment and meet deadlines.

Strong knowledge of financial markets and products, with the ability to stay updated with industry trends.

More Jobs at Tata Capital

Customer Service Executive

Trichy, Chennai, Madurai, Salem, Tirupur/Tiruppur, Coimbatore

Experience: Not specified

INR 3 - 6 Lacs

Customer Service Executive

Madurai

Experience: Not specified

INR 3 - 6 Lacs

Customer Sales Executive

Giridih

Experience: Not specified

INR 3 - 8 Lacs

Customer Sales Executive

Dibrugarh

Experience: Not specified

INR 3 - 8 Lacs

Collections Manager

Ahmedabad

3 - 8 yrs

INR 5 - 8 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Tata Capital

Financial Services

Mumbai Maharashtra

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

ERM - Monefy - Mumbai - Lower Parel - JM