We are looking for a agile and target-driven Relationship Executive to promote and sell mutual fund products in a field-based role. The candidate will be responsible for client acquisition, relationship management, and driving investment business.
Acquire current clients through field visits, references, networking, and distributor channels.
Promote and sell mutual fund investment products
Understand client needs and recommend suitable investment options
Build and maintain solid client relationships
Achieve sales targets through direct and distributor sales of mutual funds
Conduct meetings, follow-ups, and ensure compliance with documentation
Provide after-sales service and portfolio updates to clients.
📌 Relationship Manager Surat
🏢 Navinchandra Securities
📍 Surat
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