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