Sales/ Relationship Manager-Mutual Funds
Job Description:
Job Profile:
- Relationship Management.
- Customer Profiling
- Client interaction
- References from existing clients to acquire new clients
- Updating clients on the market
- Giving the proper information to clients of a transaction at a specific interval.
- Strive towards achieving an individual goal and thereby the branch and organizational goals.
- Cross Selling
Candidate’s Profile:
- Hardworking & Confident.
- Smart Presentable.
- Go getting attitude.
- Experience in client handling.
- Should have good knowledge of personal finance-related products/the Mutual Fund
- Should be well-versed in MS Excel
- Good communication skills
- A candidate with a Finance background will be preferred.
- AMFI and NISM certified preferred
- Experience in wealth management is preferred
Salary: As per Industry Norms + Sales Incentive + Traveling Allowance.
Job Location: Panvel /Kharghar/Seawoods
Qualification: Any
Gender: Male/Female
Key Skills :
Company Profile
A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.