Mutual Fund - Relationship Manager

Job Title: Business Development Trainee Manager – Mutual Department

• Company: mNivesh
• Location: Sector 10, Rohini Delhi
• Experience Required: Minimum 5 Years

Job Summary:

mNivesh is looking for an experienced and motivated Business Development Trainee Manager to join our Mutual Department at Rohini Sector 10. The ideal candidate must have strong knowledge of Mutual Fund and General Insurance Sales, Investment Education Programs, and Team Management. This role involves developing business strategies, leading teams, and driving mutual fund sales growth through effective customer engagement and channel development.

Key Responsibilities:

• Lead and manage the mutual fund sales team to achieve monthly and annual business targets.
• Conduct investment education and training programs for clients and internal teams.
• Develop and execute strategic plans to expand the mutual fund and general insurance portfolio.
• Build and maintain strong relationships with clients, distributors, and business partners.
• Monitor market trends and competitor activities to identify new business opportunities.
• Ensure compliance with all regulatory guidelines and company policies.
• Mentor, support, and guide the team to enhance performance and client satisfaction.

Required Skills & Qualifications:

• Graduate/Postgraduate in Finance, Business, or a related field (MBA preferred).
• Minimum 5 years of experience in Mutual Fund Sales or Investment Advisory.
• Strong understanding of investment products and financial markets.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability in team leadership and training delivery.
• NISM Mutual Fund certification will be an added advantage.

Important Note:

• Candidates with experience only in Life Insurance will not be considered.

Employment Type: Full-time

Salary: Commensurate with experience and industry standards

📌 How to Apply

Interested candidates can apply by:

📧 Emailing their resume to: vipul@niveshonline.com

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