Relationship Manager Mutual Fund & Sip Gurugram (India)

Position: Relationship Manager Mutual Fund & SIP Company: Oceano Apex Private Limited Location: Building no 74 DLF Phase 1 Sector 28 , Gurgaon , Haryana Role Overview: We are seeking a knowledgeable, experience and client-focused Relationship Manager to manage and grow our wealth management business. The ideal candidate will specialize in SIP planning, mutual funds which helps in providing investment guidance, and ensure seamless customer support through our digital platform. Key Responsibilities: Conduct daily sales calling with prospective recent clients and identify their needs. Build and maintain strong, long-term relationships with clients Understand client financial goals, investment horizon, and risk appetite Provide personalized investment advice and financial solutions Recommend suitable mutual fund schemes based on client profiles Promote and manage Systematic Investment Plans (SIPs) for clients Assist clients in portfolio creation, review, and diversification Monitor portfolio performance and suggest timely rebalancing strategies Stay updated on market trends, economic developments, and fund performance Handle customer queries through app, calls, emails, and other channels Support clients in onboarding, KYC, transactions, and app usage Resolve client issues promptly and ensure a seamless experience Maintain high levels of customer satisfaction and client retention Generate leads, follow up with prospects, and convert them into active clients Minimum 2 years of experience in the mutual fund and wealth management field. Qualifications: Bachelors and Master's degrees in Finance, Commerce, Business, or related field Mandatory certification: NISM Series V-A (Mutual Fund Distributors Certification) Robust knowledge of mutual funds, SIPs, and financial markets(Mandatory) Understanding of asset allocation and risk profiling Familiarity with fintech apps / CRM tools Skills: Excellent communication and interpersonal skills Client relationship management and advisory mindset Problem-solving and customer handling ability Sales and negotiation skills Robust knowledge of mutual funds, SIPs, and financial markets Job Types: Full-time, Permanent Work Location: In person Compensation: 35,000.00 - 50,000.00 per month Work Location: In person .