Key Responsibilities:
- Handle Mutual Fund investment services and client queries.
- Assist clients in SIP, Lumpsum, STP, SWP, and redemption processes.
- Maintain client portfolio records and documentation.
- Guide clients regarding different mutual fund schemes.
- Coordinate with AMCs and financial institutions.
- Generate leads and maintain long-term client relationships.
- Ensure proper KYC and compliance documentation.
- Follow up with clients for investment renewals and new opportunities.
- Prepare reports and maintain service records.
- Required Qualification:
- Graduate in any stream (B.Com, BBA, MBA preferred)

Mandatory Requirement:
- NISM Certification Compulsory:
- NISM Series V-A: Mutual Fund Distributors Certification preferred.

Experience:
- Experience in Financial Services,



Insurance, Banking, or Mutual Fund industry will be preferred.

Skills Required:
- Communication Skills
- Client Handling
- Sales & Relationship Management
- MS Excel & Computer Knowledge
- Financial Product Understanding

Salary:
- As per company standards + Incentives

Additional Benefits:
- Performance Incentives
- Growth opportunities Opportunities
- Training & Professional Development
- Basic knowledge of Mutual Funds and Financial Markets
- Good communication and computer skills

Pay: Up to ₹25,000.00 per month

Work Location: In person

📌 Relationship Manager- Mutual Funds (Bhopal)
🏢 Ksquare
📍 Bhopal