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 current 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 prospects 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 (India)
🏢 Ksquare
📍 India