Relationship Manager- Mutual fund

0 - 3 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: As a part of the Broking/Financial Services industry, you will be responsible for promoting and selling mutual fund products to prospective clients. Your role will involve handling direct sales through provided leads, maintaining client relationships, and ensuring the achievement of sales targets. Key Responsibilities: - Contact and follow up with potential clients from provided leads. - Explain mutual fund schemes and assist clients in selecting suitable investment options. - Achieve monthly sales and conversion targets. - Maintain good relationships with clients to encourage repeat business and referrals. - Stay updated on mutual fund products, NAVs, and market trends. - Coordinate with internal teams for smooth transaction processing. Qualification Required: - 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. - Bachelor's degree in Finance, Commerce, or related field preferred. - NISM Mutual Fund certification will be an added advantage. If you are looking for a job where you can utilize your financial knowledge, communication skills, and sales acumen to promote mutual fund products and achieve sales targets, this role might be a good fit for you. Please drop your CV to Aniket Nanoti at 7709372379 or Kokila Kanade at 9356332654 to apply for this Full-time, Permanent, Fresher position. Benefits include paid sick time, paid time off, and Provident Fund. The work location is in person.,

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