Key Responsibilities

1. Sales & Business Development

· Acquire new clients for mutual fund investments through direct sales and referrals

· Promote mutual fund products across equity, debt, and hybrid schemes

· Achieve assigned monthly and quarterly sales targets

· Generate leads through networking, cold calling, and client meetings

· Cross-sell mutual funds to existing customers

2. Client Relationship Management

· Understand client investment goals and risk profiles

· Recommend suitable mutual fund schemes based on client needs

· Maintain long-term relationships with clients

· Provide periodic portfolio updates and investment reviews

· Handle client queries and ensure high service standards

3. Market & Product Knowledge

· Stay updated on mutual fund schemes and market trends

· Track NAV movements and performance of schemes

· Educate clients on SIPs, lump-sum investments, and portfolio diversification

· Assist clients with SIP registrations and transactions

4. Compliance & Documentation

· Ensure completion of KYC and regulatory documentation

· Follow AMFI and SEBI compliance guidelines





· Maintain accurate client records and reporting

· Ensure proper documentation of transactions

Key Requirements

Educational Qualification

· Graduate in Commerce / Finance / Business Administration preferred

· MBA (Finance/Marketing) — Preferred but not mandatory

Preferable Certification

· AMFI/NISM Series V-A Certification Mutual Fund Distributor Certification

Experience

o 3–5 years experience in Mutual Fund Sales/ Wealth Management/Financial Product Distribution/Banking or NBFC Sales

o Preference for proficiency in mutual fund softwares

Skills Required

· Robust communication and negotiation skills

· Client relationship management ability

· Knowledge of mutual fund products

· Target-driven and result-oriented mindset

· Basic understanding of financial markets

Proficiency in MS Excel and CRM tools

Job Type: Permanent

Pay: ₹40,000.00 - ₹85,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 Relationship Manager - Mutual Funds (Delhi)
🏢 InvestKraft
📍 Delhi