Role & responsibilities Responsibilities Act as a point of contact for clients and distributors regarding mutual fund investments Provide investment advice based on clients financial goals and risk profiles Handle onboarding, KYC, and compliance for mutual fund clients Conduct portfolio reviews and recommend fund switches or top-ups as needed Build and manage strong relationships with IFAs, partners, and HNI clients Conduct investor awareness programs and periodic engagement activities Ensure service excellence, timely communication, and query resolution Achieve AUM growth and client acquisition targets Requirements Bachelor’s degree in Commerce, Finance, or Business (MBA/PGDM preferred) NISM Series V-A (Mutual Fund Distributors Certification) – mandatory 2–4 years of experience in mutual fund sales, relationship management, or financial services Strong knowledge of mutual fund products, NAV tracking, SIP/STP/SWP, etc. Excellent communication and interpersonal skills Ability to handle client objections, explain investment rationale clearly Familiarity with financial platforms like BSE Star MF, NSE NMF II, or CAMS

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MF Relationship Manager

Coimbatore

8.0 - 13.0 yrs

INR 4 - 6 Lacs

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