Relationship Manager – Mutual Fund Sales

Relationship Manager – Mutual Fund Sales

Location: Bhawanipur (Kolkata - 700025)
Department: Sales | Industry: Financial Services / Investment Advisory
Experience: 06-Months to 3 Years
Employment Type: Full-time

About the Role:

We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate must possess strong knowledge of Mutual Funds, SIPs, Debt Funds, and Investment Planning with a passion for achieving targets and helping clients grow their wealth.

Skills & Competencies:

• Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
• Excellent communication, presentation, and negotiation skills.
• Proven track record in Sales / Relationship Management in the BFSI sector.
• Ability to explain financial products and investment returns clearly.
• Result-oriented with a client-first approach.

Qualifications:

• Graduate in Finance, Commerce, Business, or Economics.
• NISM Mutual Fund Certification preferred.
• Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Skills & Competencies:

• Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
• Excellent communication, presentation, and negotiation skills.
• Proven track record in Sales / Relationship Management in the BFSI sector.
• Ability to explain financial products and investment returns clearly.
• Result-oriented with a client-first approach.

Qualifications:

• Graduate in Finance, Commerce, Business, or Economics.
• NISM Mutual Fund Certification preferred.
• Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Compensation:

• Competitive Salary + Performance-based Incentives
• Opportunity for career growth in the Financial Services domain.

Why Join Us:

• Work with a growing and dynamic financial organization.
• Get exposure to diverse mutual fund products and investment portfolios.
• Enjoy a performance-driven, rewarding career path.

DV INSURANCE BROKING PVT. LTD. company specializes in insurance and pension funding services, acting as a broker to help clients find suitable insurance policies. Located at 43/2B Suhasini Ganguly Sarani, Bhowanipur, Kolkata 700025.

Job Types: Full-time, Fresher

Pay: Up to ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance

Work Location: In person

Expected Start Date: 10/11/2025