Relationship Manager - Mutual Funds

Key Responsibilities 1. Sales & Business Development Acquire new clients for mutual fund investments through direct sales and referrals Promote mutual fund products across equity, debt, and hybrid schemes Achieve assigned monthly and quarterly sales targets Generate leads through networking, cold calling, and client meetings Cross-sell mutual funds to existing customers 2. Client Relationship Management Understand client investment goals and risk profiles Recommend suitable mutual fund schemes based on client needs Maintain long-term relationships with clients Provide periodic portfolio updates and investment reviews Handle client queries and ensure high service standards 3. Market & Product Knowledge Stay updated on mutual fund schemes and market trends Track NAV movements and performance of schemes Educate clients on SIPs, lump-sum investments, and portfolio diversification Assist clients with SIP registrations and transactions 4. Compliance & Documentation Ensure completion of KYC and regulatory documentation Follow AMFI and SEBI compliance guidelines Maintain accurate client records and reporting Ensure proper documentation of transactions Key Requirements Educational Qualification Graduate in Commerce / Finance / Business Administration preferred MBA (Finance/Marketing) Preferred but not mandatory Preferable Certification AMFI/NISM Series V-A Certification Mutual Fund Distributor Certification Experience o 35 years experience in Mutual Fund Sales/ Wealth Management/Financial Product Distribution/Banking or NBFC Sales o Preference for proficiency in mutual fund softwares Skills Required Strong communication and negotiation skills Client relationship management ability Knowledge of mutual fund products Target-driven and result-oriented mindset Basic understanding of financial markets Proficiency in MS Excel and CRM tools Job Type: Permanent Compensation: 40,000.00 - 85,000.00 per month Benefits: Provident FundWork Location: In person .