Virtual Relationship Manager (Mutual Fund Sales)

Job Description

Job Title: Virtual Relationship Manager – Mutual Fund Sales Location: Goregaon, Mumbai Experience: 1 to 5 Years Industry: Financial Services / Mutual Funds Employment Type: Full-Time (Work from Office) Job Description: We are hiring a Virtual Relationship Manager to join our Mutual Fund Sales team. The ideal candidate should be passionate about financial products and possess strong B2C sales experience, with excellent communication skills and a client-first approach. Key Responsibilities: Handle inbound and outbound calls to acquire and retain customers for mutual fund investments Understand client needs and recommend appropriate mutual fund schemes Drive B2C mutual fund sales through effective relationship management and financial advisory Follow up with leads and ensure prompt resolution of client queries Ensure adherence to regulatory and compliance norms Maintain accurate records of sales interactions and performance Meet and exceed sales targets and conversion rates Candidate Requirements: Experience: 1 to 5 years in mutual fund or financial product sales (B2C preferred) Education: Graduate in any discipline (mandatory) Certification: NISM Series V-A (Mutual Fund Distributors) Certification (mandatory) Skills: Strong verbal and written communication Confident and persuasive selling ability Customer-oriented mindset Basic understanding of mutual fund products and financial markets Benefits: Attractive incentive structure based on performance Career growth in a reputed financial organization Training and development opportunities Location: Work from office – Goregaon, Mumbai Job Type: Full-time Pay: Up to ₹600,000.00 per year Benefits: Paid sick time Provident Fund Schedule: Day shift Work Location: In person Job Type: Full-time Pay: ₹300,000.00 - ₹600,000.00 per year Benefits: Paid sick time Provident Fund Schedule: Day shift Ability to commute/relocate: Goregaon, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Application Question(s): Current CTC, Expected CTC, Notice Period? Experience: Mutual Fund Sales: 1 year (Required) Location: Goregaon, Mumbai, Maharashtra (Required) Work Location: In person Speak with the employer +91 9131344319