Location:Ameerpet , Hyderabad
Job Type: Full-Time
Experience: Minimum 2 years in Mutual Funds & Equity
Certification Required: NISM Series V-A (Mutual Fund Distributors)

About the Role
We are looking for a dynamic Relationship Manager to manage and grow client relationships in Mutual Funds and Equity PMS (Portfolio Management Services). The ideal candidate will have strong product knowledge, excellent client communication skills, and experience conducting investor education webinars.

Key Responsibilities
- Build and manage a portfolio of clients for Mutual Funds and Equity/PMS products
- Understand client financial goals and recommend suitable investment solutions
- Conduct a minimum of 8 webinars per month on Mutual Funds, Equity, and Stock Market topics for clients and prospects
- Drive new client acquisition through sales outreach, referrals, and relationship building
- Stay updated on market trends, fund performance, and regulatory changes
- Ensure timely follow-ups, servicing, and retention of existing client relationships




- Maintain compliance with all regulatory and KYC/AML requirements

Requirements
- Minimum 2 years of relevant experience in Mutual Funds (mandatory) and Equity/PMS
- NISM Series V-A certification (mandatory)
- Prior experience conducting webinars or investor awareness sessions preferred
- Robust sales and client relationship management skills
- Excellent communication and presentation skills
- Comfortable with target-driven, client-facing roles

Preferred Qualities
- Confident on camera/webinar platforms
- Ability to simplify complex investment concepts for retail investors
- Self-motivated with a proactive sales approach

Pay: ₹22,000.00 - ₹28,000.00 per month

Benefits:
- Cell phone reimbursement

Application Question(s):
- Do you Have NISM V-A Certificartion?
- How Many years of experince ,do you have in Mutual fund , equity & PMS

Work Location: In person

📌 Relationship Manager (Ameerpet)
🏢 79th East
📍 Ameerpet