Hiring For Mutual Funds Relationship Manager Sales

1Point1

1 - 3 years

3 - 4 Lacs

navi mumbai

Posted:1 hour ago| Platform:

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Skills Required

excellent communication skills mutual funds sales mutual fund operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Handle inbound and outbound calls related to mutual fund transactions, NAV updates, account statements, and service requests.
Assist customers with SIP/STP/SWP queries, portfolio details, KYC status, and transaction processing.
Provide accurate information about mutual fund products while maintaining regulatory compliance and avoiding mis-selling.
Manage escalations and ensure timely resolution of customer issues.
Maintain detailed records of all client interactions in CRM systems.
Coordinate with backend teams for transaction processing and query resolution.
Ensure high standards of service quality, TAT, and customer satisfaction.
Stay updated on AMFI/NISM regulations, KYC norms, and mutual fund industry developments.
Achieve daily/weekly productivity and quality targets set by the BPO.

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