Mutual Fund Relationship Manager (RM)

The Mutual Fund Investment Services department in our company is currently looking to fill 2 positions based in Bhopal. We are seeking candidates who are Graduates in Commerce, Finance, or Business Administration with NISM Mutual Fund Distributor Certification. The ideal candidate will have 1 to 3 years of experience in Mutual Fund sales or advisory. However, freshers with strong communication skills and NISM certification are also encouraged to apply. As a part of this role, your responsibilities will include identifying potential clients for mutual fund investments, conducting meetings with new and existing clients to explain mutual fund products, recommending suitable mutual fund schemes based on client profiles, assisting clients with onboarding, KYC, and the investment process. Additionally, you will be expected to achieve monthly sales targets, report to the branch head, stay updated with AMC offerings, product changes, and market news, as well as organize financial awareness camps, seminars, and webinars. The ideal candidate for this position should possess excellent communication and interpersonal skills, be goal-oriented and self-motivated, exhibit confidence, trustworthiness, and proactiveness, and have strong client handling and relationship-building skills.,