We are looking for a dynamic and customer-focused Relationship Manager to join our Mutual Fund team. The candidate will be responsible for handling client relationships, promoting mutual fund products, and supporting clients in achieving their financial goals.

Roles & Responsibilities

Build and maintain strong relationships with clients

Promote and sell mutual fund products to clients

Understand client financial goals and suggest suitable investment plans

Handle client onboarding, KYC, SIP registration, redemption, and other operational activities

Generate business through existing clients, referrals, and new leads

Conduct portfolio reviews and provide investment updates to clients

Coordinate with branches, franchisees, and internal teams for smooth operations





Ensure excellent customer service and timely support

Requirements

Bachelor’s degree in any discipline

Good communication and interpersonal skills

Basic knowledge of mutual funds and financial products preferred

Freshers and experienced candidates can apply

Sales and client-handling skills will be an added advantage

Benefits

₹25000- 25000 per month ( based on experience & skill level)

Career growth opportunities

Supportive work environment

Job Type: Full time

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

- Internet reimbursement
- Provident Fund

Work Location: In person

📌 Mutual Fund RM (Relationship Manager) (India)
🏢 SHAREWEALTH SECURITIES
📍 India