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Relationship Manager (Mutual Funds) - SP

Relationship Manager (Mutual Funds) - SP

IAssess Consultants LLP

5 years

3 - 5 Lacs

Sangli Maharashtra India

Posted:1 month ago| Platform:

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Skills Required

management sip planning outreach risk profiling strategies portfolios rebalancing data crm reports compliance communication negotiation excel certifications learning leadership research portfolio analytics

Work Mode

On-site

Job Type

Full Time

Job Description

Industry & Sector:

Wealth management and asset management services catering to retail and high-net-worth investors across India, focusing on mutual fund distribution, SIP penetration, and goal-based financial planning within the rapidly expanding financial-services ecosystem.

Primary Title:

Mutual Fund Relationship Manager

Role & Responsibilities

Acquire and nurture retail & HNI clients for mutual-fund investments through cold outreach, referrals, and on-site interactions.
Conduct risk profiling and goal-based financial planning; recommend suitable schemes, SIPs, and asset-allocation strategies aligned to client objectives.
Monitor portfolios, track NAV fluctuations, and proactively trigger rebalancing or switch recommendations to maximise returns.
Deliver and exceed monthly AUM, SIP registration, and revenue targets while adhering to regulatory guidelines.
Cross-sell complementary wealth products (FDs, bonds, insurance) to deepen wallet share and enhance client satisfaction.
Maintain accurate client data on CRM, generate MIS reports, and ensure complete compliance documentation.

Skills & Qualifications

Must-Have

2–5 years mutual-fund sales or advisory experience in banks, AMCs, or registered investment advisories.
Active AMFI/NISM Series V-A certification.
Consistent record of surpassing AUM & SIP growth targets.
In-depth understanding of equity, debt, hybrid funds, and related tax implications.
Excellent communication, negotiation, and relationship-building abilities.
Hands-on with CRM systems and advanced MS Excel analytics.

Preferred

Exposure to goal-based planning or robo-advisory platforms.
Experience managing HNI portfolios exceeding INR 10 Cr.
Familiarity with ETFs and derivative-linked mutual-fund products.

Benefits & Culture Highlights

Competitive fixed pay plus uncapped incentives tied to AUM growth.
Company-sponsored certifications (CFP, CWM) and continuous learning programs.
Fast-track leadership pathway with clear promotion milestones.

Skills: mutual-fund sales,market research,relationship-building,financial advisory,goal-based planning,financial planning,sip,mutual fund sales,investment advisory,wealth,wealth management,risk profiling,crm systems,negotiation,hni,cross selling,portfolio management,communication,mutual funds,ms excel analytics

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Relationship Manager (Mutual Funds) - SP