Mutual Fund - Relationship Manager

Job Title: Relationship Manager – Mutual Fund

Department: Mutual Fund Division

Location: Rohini Sector 10

Experience Required: 1–3 Years

No. of Openings: 2

Job Summary:

We are looking for enthusiastic and skilled Relationship Managers with experience in the Mutual Fund industry. The ideal candidate should have in-depth knowledge of mutual fund products, strong client relationship management skills, and a passion for investment advisory.

Key Responsibilities:

• Promote and sell mutual fund products to existing and potential clients.
• Build and maintain long-term client relationships through effective communication and service.
• Understand clients’ financial goals and recommend suitable mutual fund investment options.
• Achieve sales targets and ensure customer satisfaction.
• Coordinate with AMC partners and internal teams for business operations.
• Stay updated with market trends, fund performances, and regulatory changes.
• Conduct periodic reviews with clients to track investment performance and suggest portfolio adjustments.

Required Qualifications & Skills:

• Education: MBA / M.Com (Finance or related field preferred)
• Certifications: NISM Series V-A (XA & XB) – Mandatory
• Experience: 1–3 years of experience in the Mutual Fund industry
• Strong understanding of mutual fund products and investment concepts
• Excellent communication and interpersonal skills
• Target-driven, self-motivated, and customer-focused

📌 How to Apply

Interested candidates can apply by:

📧 Emailing their resume to: vipul@niveshonline.com

📞 Contacting: +91-9910049264 (Mr. Vipul Kumar)