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Nirman Share Brokers Pvt. Ltd.
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Mutual Fund Relationship Manager (RM)

Mutual Fund Relationship Manager (RM)

Nirman Share Brokers Pvt. Ltd.

1 - 3 years

0 Lacs

Bhopal

Posted:1 week ago| Platform: GlassDoor logo

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Skills Required

finance communication onboarding report

Work Mode

On-site

Job Type

Part Time

Job Description

Department

Mutual Fund Investment Services

No. of openings

Location

bhopal

Qualification

Graduate in Commerce / Finance / Business Administration NISM Mutual Fund Distributor Certification

Experience

1 to 3 years in Mutual Fund sales or advisory Freshers with strong communication & NISM certifica

Responsibilities

Identify potential clients for mutual fund investment

Conduct meetings with new and existing clients to explain MF products

Recommend suitable mutual fund schemes based on client profiles

Assist clients with onboarding, KYC, and investment process

Achieve monthly sales targets and report to the branch head

Stay updated with AMC offerings, product changes, and market news

Organize financial awareness camps/seminars/webinars

Personality Traits

Excellent communication and interpersonal skills Goal-oriented and self-motivated Confident, trustworthy, and proactive Strong client handling and relationship-building skills

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