Relationship Manager – Mutual Fund

Company: mNivesh

Location: Sector 10, Rohini, Delhi

About Us:

mNivesh is a leading financial services organisation committed to simplifying investment decisions for individuals and businesses. We specialise in mutual funds, insurance, and other wealth management products, providing expert guidance to help clients achieve their financial goals.

Position Overview:

We are looking for an enthusiastic and result-orientated professional to join our Wealth Management team. The ideal candidate will be responsible for promoting mutual fund products, managing client relationships, and driving sales to meet organisational goals.

Key Responsibilities:

• Generate leads and acquire new clients for mutual fund investments.
• Build and maintain strong, long-term client relationships.
• Understand clients’ financial goals and recommend suitable investment products.
• Cross-sell and up-sell mutual funds, SIPs, and other wealth management products.
• Ensure compliance with all regulatory and company policies.
• Stay updated with market trends, fund performances, and investment opportunities.
• Achieve monthly and quarterly sales targets.

Required Qualifications:

• *Education: Minimum Graduate (any discipline)*
• *Experience: Minimum 2 years in mutual fund or financial product sales*

*Certifications :*

• NISM-Series-V-A: Mutual Fund Distributor
• NISM-Series-VIII: Equity Derivatives
• NISM-Series-I: Currency Derivatives

Desired Skills:

• Strong knowledge of financial markets and mutual funds
• Excellent communication and client handling skills
• Goal-oriented, self-motivated, and target-driven
• Ability to analyze client needs and offer suitable investment solutions

Compensation:

Competitive salary with performance-based incentives

*How to Apply: *

• Interested candidates can share their updated resume at vipul@niveshonline.com. 📞 Contact 9910049264 for more information