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Key Responsibilities:
Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
Upsell and cross-sell mutual fund products and related services (e.g., tax-saving options, retirement planning).
Ensure regular follow-ups with clients for portfolio reviews, market updates, and service-related issues.
Track and achieve sales and revenue targets assigned by the organization.
Educate clients about current fund offerings (NFOs), market movements, and investment strategies.
Ensure compliance with SEBI guidelines, KYC norms, and internal processes.
Maintain accurate records of client interactions and transactions on CRM systems





Qualifications & Skills:
Bachelor’s degree in Finance, Commerce, Business, or related field (MBA/PGDM is a plus).
1–3 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person).
NISM Series V-A certification (Mutual Fund Distributor).
Strong understanding of mutual fund products, SIPs, taxation perks (ELSS), and investor profiles.
Excellent communication skills in English and].
Ability to build rapport virtually and manage client expectations effectively.
Self-motivated, target-driven, and positive at multitasking.
Proficient in MS Office, CRM tools, and financial calculators.

Preferred Experience:
Prior experience in a fintech, wealth advisory firm, or AMC distribution partner.

📌 Virtual Relationship Manager Noida (India)
🏢 RECEX
📍 India