Key Responsibilities Client Relationship Management

- Manage and nurture relationships with existing clients.
- Act as the primary point of contact for client queries and concerns.
- Conduct quarterly portfolio reviews and suggest suitable investment solutions.
- Ensure exceptional customer service and maintain high client satisfaction.

Business Development & Sales

- Identify and develop new business opportunities.
- Achieve monthly/quarterly sales targets and AUM growth goals.
- Acquire High Net Worth Individuals (HNIs).

Investment Advisory

- Provide expert advice on mutual fund products (equity, debt, hybrid, liquid funds).
- Analyze client risk appetite and recommend appropriate product offerings.
- Advise clients across asset classes based on their financial goals.
- Stay updated with market trends and product developments.

Business Development Activities

- Conduct and organize seminars, workshops, and investor education events.
- Build strong relationships with key decision-makers at corporates/institutions.
- Cross-sell and upsell mutual fund products to existing clients




- Track market segments for new client acquisition

Soft Skills

- Excellent communication skills (oral & written) with clarity of thought
- Strong interpersonal skills and relationship management abilities
- Analytical mind with solid problem-solving skills
- Self-motivated with ability to work under pressure
- Ability to inspire trust and confidence in clients
- Empathetic and passionate about solving client issues

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

- Cell phone reimbursement
- Life insurance
- Provident Fund

Ability to commute/relocate:

- Almora, Uttarakhand: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Education:

- Bachelor's (Required)

Experience:

- Mutual fund industries: 2 years (Required)

Language:

- English (Required)

License/Certification:

- NISM 5 A CERTIFICATE (Required)

Willingness to travel:

- 75% (Required)

Work Location: In person

📌 Sales Manager (India)
🏢 AlignMF4Yield Finserv private
📍 India