We are seeking a results driven Relationship manager with 2-3 years of proven experience in mutual fund sales to join our growing team. You will be responsible for acquiring new retail and HNI clients, managing existing investor portfolios, and driving Assets Under Management growth through tailored mutual fund sales.

Responsibilities

- Prospect and onboard current retail and HNI clients to expand the firm's MF AUM.
- Analyze client financial goals, risk profiles, and investment horizons to recommend suitable mutual fund schemes.
- Act as primary point of contact for mapped clients, conducting regular portfolios reviews, rebalancing strategies and ensuring high client retention.
- Ensure seamless client onboarding in strict adherence to regulatory guidelines and internal compliance standards.

Qualifications

- 2-3 years' experience in MF Distribution, sales, wealth management.

- Graduate/ MBA
- Female preferred/ Male candidate can also be considered.
- Strong communication and interpersonal skills
- Must have own conveyance.

📌 Relationship Manager (Gurugram)
🏢 Linac Finserv
📍 Gurugram