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Bwise Solutions
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Relationship Manager

Relationship Manager

Bwise Solutions

4 - 9 years

5 - 8 Lacs

kochi warangal mysuru

Posted:1 week ago| Platform:

Apply

Skills Required

nism mutual funds sales mutual funds nism 5a

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

We are looking for a dynamic and customer-focused Mutual Fund Sales Executive to promote and sell mutual fund products. The role involves client acquisition, relationship management, and helping investors choose the right investment solutions as per their financial goals.

---

### Key Responsibilities:

* Acquire new clients and expand the investor base through direct and referral channels.

* Understand clients financial goals and recommend suitable mutual fund schemes.

* Generate business from existing clients through portfolio reviews and upselling.

* Maintain relationships with distributors, advisors, and channel partners.

* Stay updated on mutual fund products, market trends, and SEBI regulations.

* Achieve monthly and quarterly sales targets.

* Conduct investor awareness programs and presentations.

---

### Required Skills & Qualifications:

* Graduate or Postgraduate in Finance / Commerce / Marketing.

* NISM Mutual Fund Certification is mandatory.

* Strong communication and interpersonal skills.

* Proven experience in sales (preferably mutual funds, insurance, or banking).

* Goal-oriented with good market knowledge.

---

### Perks & Benefits:

* Attractive incentive structure.

* Opportunity for career growth in wealth management.

* Training and certification support.

Contact us-

Shailja Patel

9111021561

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Bwise Solutions

Information Technology

San Francisco

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Relationship Manager

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

*Job Summary:*

We are looking for a dynamic and customer-focused *Mutual Fund Sales Executive* to promote and sell mutual fund products. The role involves client acquisition, relationship management, and helping investors choose the right investment solutions as per their financial goals.

---

### *Key Responsibilities:*

* Acquire new clients and expand the investor base through direct and referral channels.

* Understand clients financial goals and recommend suitable mutual fund schemes.

* Generate business from existing clients through portfolio reviews and upselling.

* Maintain relationships with distributors, advisors, and channel partners.

* Stay updated on mutual fund products, market trends, and SEBI regulations.

* Achieve monthly and quarterly sales targets.

* Conduct investor awareness programs and presentations.

---

### *Required Skills & Qualifications:*

* Graduate or Postgraduate in Finance / Commerce / Marketing.

* *NISM Mutual Fund Certification* is mandatory.

* Strong communication and interpersonal skills.

* Proven experience in sales (preferably mutual funds, insurance, or banking).

* Goal-oriented with good market knowledge.

---

### *Perks & Benefits:*

* Attractive incentive structure.

* Opportunity for career growth in wealth management.

* Training and certification support.

Contact us-

Shailja Patel

9111021561

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