Relationship Manager- Mutual fund

Industry: Broking / Financial Services
Experience: Fresher or Experienced (0–2 years)
Salary: ₹25,000 – ₹30,000 per month
Gender: Male / Female

Job Summary:
Responsible for promoting and selling mutual fund products to prospective clients. Handle direct sales through provided leads, maintain client relationships, and ensure achievement of sales targets.

Key Responsibilities:

• Contact and follow up with potential clients from provided leads.
• Explain mutual fund schemes and help clients select suitable investment options.
• Achieve monthly sales and conversion targets.
• Maintain good relationships with clients for repeat business and referrals.
• Stay updated on mutual fund products, NAVs, and market trends.
• Coordinate with internal teams for smooth transaction processing.

Required Skills:

• Basic understanding of mutual funds and financial markets.
• Strong communication and interpersonal skills.
• Sales-oriented mindset and confidence in client interaction.
• Ability to handle targets and perform under pressure.

Qualification:

• Bachelor’s degree in Finance, Commerce, or related field preferred.
• NISM Mutual Fund certification will be an added advantage.

Drop Your cv on & Contact Us :
Aniket Nanoti - 7709 372 379Kokila Kanade - 93563 32654

Job Types: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

• Paid sick time
• Paid time off
• Provident Fund

Work Location: In person