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 energetic 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 recent 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
Strong 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

Perks
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 (India)
🏢 79th East
📍 India