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Mutual Fund RM (Relationship Manager) (India)

SHAREWEALTH SECURITIES · All India

📅 07/08/2026
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We are looking for a dynamic and customer-focused Relationship Manager to join our Mutual Fund team. The candidate will be responsible for handling client relationships, promoting mutual fund products, and supporting clients in achieving their financial goals. Roles & Responsibilities Build and maintain strong relationships with clients Promote and sell mutual fund products to clients Understand client financial goals and suggest suitable investment plans Handle client onboarding, KYC, SIP registration, redemption, and other operational activities Generate business through existing clients, referrals, and new leads Conduct portfolio reviews and provide investment updates to clients Coordinate with branches, franchisees, and internal teams for smooth operations Ensure excellent customer service and timely support Requirements Bachelors degree in any discipline Good communication and interpersonal skills Basic knowledge of mutual funds and financial products preferred Freshers and experienced candidates can apply Sales and client-handling skills will be an added advantage Benefits 25000- 25000 per month ( based on experience & skill level) Career growth opportunities Supportive work environment Job Type: Full time Compensation: 20,000.00 - 25,000.00 per month Benefits: - Internet reimbursement - Provident Fund Work Location: In person .
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