Relationship Manager – Mutual Fund Sales

Location: Bhawanipur (Kolkata - 700025)
Department: Sales | Industry: Financial Services / Investment Advisory
Experience: 2 Years to 5 Years
Employment Type: Full-time

About the Role:

We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate must possess strong knowledge of Mutual Funds, SIPs, Debt Funds, and Investment Planning with a passion for achieving targets and helping clients grow their wealth.

Skills & Competencies:

- Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
- Excellent communication, presentation, and negotiation skills.
- Proven track record in Sales / Relationship Management in the BFSI sector.
- Ability to explain financial products and investment returns clearly.
- Result-oriented with a client-first approach.

Qualifications:

- Graduate in any discipline
- NISM Mutual Fund Certification is preferred.
- Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Skills & Competencies:

- Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
- Excellent communication, presentation, and negotiation skills.
- Proven track record in Sales / Relationship Management in the BFSI sector.
- Ability to explain financial products and investment returns clearly.
- Result-oriented with a client-first approach.

Qualifications:





- Graduate in in any discipline.
- NISM Mutual Fund Certification preferred.
- Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Compensation:

- Competitive Salary + Performance-based Incentives
- Opportunity for career growth in the Financial Services domain.

Why Join Us:

- Work with a growing and dynamic financial organization.
- Get exposure to diverse mutual fund products and investment portfolios.
- Enjoy a performance-driven, rewarding career path.

EASYLIFE DIGIMARK LLP : a company specializes in insurance and pension funding services, acting as a broker to help clients find suitable insurance policies. Located at 43/2B Suhasini Ganguly Sarani, Bhowanipur, Kolkata 700025.

Job Types: Full-time, Fresher

Pay: Up to ₹15,000.00 per month

Advantages:

- Cell phone reimbursement
- Commuter assistance
- Health insurance
- Provident Fund

Application Question(s):

- Are you comfortable with fieldwork and a desk job?
- Are you comfortable with monthly sales targets?
- Do you have all the documents from your last organization?
- What do you understand by Flexi Cap & Small Cap fund?
- How many years / month work experience in mutual fund Sales?
- Are you comfortable with the monthly salary of 15,000/-

Experience:

- Of Mutual Fund Sales: 1 year (Required)

Work Location: In person

📌 Mutual Fund Advisor (Sales) (Bhowanipore)
🏢 DV Insurance Broking
📍 Bhowanipore