Relationship Manager- Insurance & Mutual Funds

Dimensions Corporate Finance Services is a boutique corporate and financial consulting company, which was established in 1995. Starting as a focused entity on Corporate Finance and Restructuring it has leveraged off its industrial, financial and knowledge of global markets to the area of investment management and advisory.

Having dealt with complex legal scenarios for restructuring, loan recovery and commercial agreements the firm has built up substantial intellectual capital in this area. Thus it offers a unique package of Asset Management for Loan Appraisals, Due Diligence, and Overseeing Recovery Process.

Focused, committed to customer satisfaction coupled with international standards, has made Dimensions a trusted and preferred consultant to the most prestigious corporations and Government of India.

Responsibilities

Mutual Funds

• Grow Existing Customers
• Deepen engagement with the current client base by understanding their financial goals and offering suitable mutual fund solutions.
• Regularly review portfolios, provide market updates, and recommend rebalancing strategies.
• Ensure strong client satisfaction and long-term retention.
• Bring in New Customers
• Acquire new clients through referrals, networking, events, and market outreach.
• Conduct investor awareness sessions and product presentations.
• Achieve monthly and quarterly acquisition and AUM growth targets.

Life Insurance

• Identify customer protection and investment needs to recommend appropriate Life Insurance products.
• Cross-sell Life Insurance solutions to the mutual fund client base.
• Manage policy issuance, renewals, and provide claims-related support.

Qualifications

• Graduate/Postgraduate in Finance, Business, or related field.
• AMFI / NISM certification for Mutual Fund distribution (mandatory).
• IRDAI Life Insurance license (preferred or to be obtained within probation).
• 3–6 years of experience in financial services, preferably in Mutual Funds and Life Insurance.
• Strong knowledge of investment and protection products.
• Excellent interpersonal, communication, and relationship management skills.
• Target-driven with a proven record of sales performance.

Job Types: Full-time, Permanent

Pay: ₹600,000.00 - ₹900,000.00 per year

Benefits:

• Cell phone reimbursement
• Paid sick time
• Provident Fund
• Work from home

Work Location: In person