Role & responsibilities To manage & expand client relationships in Mutual Funds by delivering high-quality service, increasing wallet share, and driving business growth from existing & new clients.

- Build strong relationships with retail & HNI investors

- Convert leads into actionable investment opportunities

- Drive monthly SIP & lump-sum investment targets

- Conduct portfolio reviews & recommend suitable products

- Maintain CRM/MIS daily updates on client interactions

- Upsell & cross-sell Financial Products (Health & Life Insurance, Equity Broking)

- Ensure smooth onboarding, KYC, documentation & transaction support

- Coordinate with AMCs & internal teams for service delivery

- Ensure 100% compliance with SEBI/AMFI processes

Preferred candidate profile





- Female professional with 2+ yrs experience in MF distribution/advisory/BFSI

- Excellent communication & persuasion skills

- Strong product knowledge: Equity & Hybrid categories, SIP strategies, Goal-based advisory

- Positive at Excel, email etiquette, client follow-ups

- AMFI/NISM V-A certified or willing to certify within 30 days

Perks and benefits

- Fixed salary + performance incentives

- Professional learning &

certifications support

- Work with a fast-growing, young wealth platform

- Growth path into Sr. RM / Wealth Advisor role

📌 Key Accounts Manager (Mumbai)
🏢 Radds Capital
📍 Mumbai