Relationship Manager - Mutual fund & Insurance (Bhavnagar)

Its a permanent, on-site role at the Gurgaon office. The incumbent of this role will be responsible for acquiring new clients, managing relationships with existing customers, and driving sales of mutual fund products and Insurance solutions. The role involves client engagement, financial advisory, and business development to ensure long-term customer retention and portfolio growth.

1. Sales & Business Development: Identify and acquire new clients for mutual fund investments through lead generation, referrals, and networking. Develop sales strategies and execute plans for business growth. Educate prospective clients on mutual fund products, investment strategies, and financial planning. Identify and acquire new clients for Insurance solutions Life and Health solutions through lead generation, referrals, and networking. Achieve assigned sales targets and contribute to revenue growth. 2. Client Relationship Management: Manage and nurture relationships with existing clients, ensuring personalized service and regular portfolio reviews. Address client queries related to investment performance, fund recommendations, and market trends. Provide updates on NAVs, fund performance, and investment opportunities. 3. Financial Advisory & Planning: Assess clients financial needs, risk appetite, and investment goals to recommend suitable mutual fund schemes. Guide clients on Systematic Investment Plans (SIP), lump sum investments, and portfolio rebalancing. Stay updated on regulatory changes and market movements to provide informed advice. 4. Operational & Compliance Support: Assist clients with account opening, Know Your Customer (KYC) compliance, and documentation for mutual fund transactions. Ensure compliance with SEBI, AMFI, and other regulatory guidelines. Required Skills & Qualifications: Educational Background: Bachelors / PG degree in Finance, Commerce, Business Administration, or a related field. Certification related to the financial market / Mutual fund/wealth management will be an added advantage Experience: Minimum 1-2 years of experience in mutual fund sales, wealth management, or financial advisory. Technical & Financial Knowledge: Robust understanding of mutual funds, equity markets, and investment products. Awareness on SEBI, AMFI, IRDA and other compliances Familiarity with MS Office (Excel, PowerPoint, Word) and CRM tools. A female candidate will be preferred. .