Role & responsibilities
Handle and maintain relationships with existing mutual fund clients.
Understand client financial goals and suggest suitable mutual fund investment options.
Generate recent clients through calls, references, leads, and networking.
Explain mutual fund products, SIPs, lump-sum investments, and related services to clients.
Follow up with clients for investments, SIPs, renewals, and additional business.
Maintain regular communication with clients and provide valuable after-sales service.
Achieve assigned monthly sales and revenue targets.
Maintain proper records of client interactions, leads, and investments.
Coordinate with the internal team for documentation, KYC, transactions, and client queries.
Stay updated with mutual fund products, market developments, and company offerings.

Preferred candidate profile
Freshers and experienced candidates can apply.
Graduation in any stream.
NISM certification / mutual fund industry experience will be an added advantage.
Basic knowledge of Mutual Funds, SIPs, and investments.
Experience in sales or client relationship management preferred.
Target-oriented with valuable follow-up skills.

📌 Mutual Fund Relationship Manager Rm Mumbai (India)
🏢 TG Levels Private
📍 India