About Co.: Linac, established in 2008 with its corporate office in Gurgaon, is in the business of mutual fund distribution, customized MF investment solutions such as AIF, PMS, etc., goal planning, and insurance solutions. It imparts expert guidance and innovative, customized financial solutions for wealth building and lasting financial freedom. Presently, it has ₹200 crore under its management. Co. is in the expansion phase and intends to expand its operations to other cities as well.
Role Overview: It’s a permanent, on-site role at the Gurgaon office. The incumbent of this role will be responsible for acquiring new clients, managing relationships with existing customers, and driving sales of mutual fund products and Insurance solutions. The role involves client engagement, financial advisory, and business development to ensure long-term customer retention and portfolio growth.
Key Responsibilities:
1. Sales & Business Development:
Identify and acquire new clients for mutual fund investments through lead generation, referrals, and networking.
Develop sales strategies and execute plans for business growth.
Educate prospective clients on mutual fund products, investment strategies, and financial planning.
Identify and acquire recent clients for Insurance solutions – Life and Health solutions through lead generation, referrals, and networking.
Achieve assigned sales targets and contribute to revenue growth.
2. Client Relationship Management:
Manage and nurture relationships with existing clients,



ensuring personalized service and regular portfolio reviews.
Address client queries related to investment performance, fund recommendations, and market trends.
Provide updates on NAVs, fund performance, and investment opportunities.
3. Financial Advisory & Planning:
Assess clients’ financial needs, risk appetite, and investment goals to recommend suitable mutual fund schemes.
Guide clients on Systematic Investment Plans (SIP), lump sum investments, and portfolio rebalancing.
Stay updated on regulatory changes and market movements to provide informed advice.
4. Operational & Compliance Support:
Assist clients with account opening, Know Your Customer (KYC) compliance, and documentation for mutual fund transactions.
Ensure compliance with SEBI, AMFI, and other regulatory guidelines.

Required Skills & Qualifications:

Educational Background:
Bachelor’s / PG degree in Finance, Commerce, Business Administration, or a related field.
Certification related to the financial market / Mutual fund/wealth management will be an added advantage

Experience:
Minimum 1-2 years of experience in mutual fund sales, wealth management, or financial advisory.

Technical & Financial Knowledge:
Strong understanding of mutual funds, equity markets, and investment products.
Awareness on SEBI, AMFI, IRDA and other compliances
Familiarity with MS Office (Excel, PowerPoint, Word) and CRM tools.

A female candidate will be preferred.

📌 Relationship Manager - Mutual fund & Insurance (Tirunelveli)
🏢 Linac Finserv
📍 Tirunelveli