01Overview
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 .
