Relationship Manager – Mutual Fund

2 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description


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


Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You