Relationship Manager – Mutual Funds, SIP & Wealth ManagementAbout Us

Pitanga Wealth Pvt. Ltd. is a growing financial services company providing a wide range of financial products and investor support services. We are expanding our Mutual Fund and Wealth Management division and are looking for motivated professionals to join our dedicated team.

This role focuses on Mutual Funds, SIPs, Insurance, Client Relationship Management, Investor Acquisition, and Business Development. The selected candidate will work closely with clients to build long-term relationships and support the growth of our wealth management business.

Key Responsibilities
Generate new business in Mutual Funds and SIPs.
Acquire and manage investor relationships.
Conduct regular client follow-ups and meetings.
Assist clients with onboarding, KYC, and documentation processes.
Promote financial products including Mutual Funds, SIPs, Health Insurance, Term Insurance, and Tax Saving Solutions.
Identify business prospects from existing clients, referrals, and networking activities.




Maintain client records and update CRM systems.
Coordinate with operations and support teams to ensure smooth client servicing.
Achieve monthly business and relationship management targets.
Participate in investor awareness and client engagement activities.

Requirements
Graduate in any discipline.
Experience in Financial Services, Banking, Insurance, Mutual Funds, Wealth Management, Sales, or Relationship Management preferred.
Solid communication and interpersonal skills.
Ability to build and maintain long-term client relationships.
Good follow-up and business development skills.
Basic computer knowledge including MS Office and CRM tools.
Freshers with solid communication skills and willingness to learn may also apply.

Preferred Experience
Mutual Fund Distribution
SIP Sales
Insurance Sales
Banking Sales
Wealth Management
Client Relationship Management
Financial Services

Jo

📌 Relationship Manager – Mutual Funds, Sip West Delhi (India)
🏢 Angel one Master Frenchies New Delhi
📍 India