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Relationship Manager (Mutual Funds)

Relationship Manager (Mutual Funds)

Mantras2success Consultants

2 - 5 years

4 - 6 Lacs

Ahmedabad Rajkot Vadodara

Posted:1 week ago| Platform:

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Skills Required

Mutual Funds Relationship Management Target Achievement tech savvy Negotiation Sales Strategy Target Orientation Market Expansion Revenue Generation Lead Generation Excellent Communication Skills Financial Products Strong market network and prospecting skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Drive client acquisition through cold calling, referrals, and market outreach. Build networks, advise on investments, ensure retention, meet targets, stay updated on trends, and engage in fieldwork and client meetings to boost business growth.

Required Candidate profile

Certifications: NISM VA, IC 38/POS (or willingness to complete post-joining).Preferred: Mutual fund distribution, RM roles in banks/insurance, wealth management, brokers/sub-brokers.

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Relationship Manager (Mutual Funds)