Role & responsi
- Build and maintain strong relationships with existing and prospective clients.
- Acquire new clients and generate business for Mutual Fund and Wealth Management products.
- Guide clients on Mutual Funds, SIPs, STPs, SWPs, NFOs, and other investment solutions.
- Conduct regular portfolio reviews and provide timely investment-related support.
- Follow up on leads generated through various channels and convert them into clients.
- Achieve individual sales and business targets.
- Ensure seamless client onboarding and provide exceptional customer service.
- Maintain client records and update CRM regularly.
- Coordinate with internal teams for smooth execution of client requirements.
- Build long-term client relationships to improve client retention and referralsbilities

Preferred candidate profile




- Graduate / Postgraduate in any discipline.
- 3-10 years of experience in Mutual Funds, Wealth Management, Banking, Insurance, or Financial Services.
- Strong understanding of Mutual Funds, SIP, STP, SWP, and Financial Planning concepts.
- Excellent communication, relationship management, and sales skills.
- Experience in client acquisition, lead management, and portfolio reviews will be preferred.
- NISM Certification will be an added advantage.
- Candidates should possess solid interpersonal skills and a client-centric approach.
- Proficiency in MS Office and CRM tools will be preferred.

📌 Wealth Relationship Manager-Mutual Fund (Kolhapur)
🏢 Vision Money Mantra
📍 Kolhapur