We don’t need salespeople. We need Relationship Builders.
At Fortune Investment Services, we believe Mutual Fund Distribution is not about pushing products. It is about understanding people, earning trust, and managing relationships for decades.
We are looking for experienced Relationship Managers who can think beyond transactions.
Your Role
- Manage and deepen client relationships
- Understand financial goals and review portfolios
- Handle Mutual Funds, Insurance, SIF, PMS, AIF, and other financial solutions
- Conduct regular client reviews and ensure proactive communication
- Generate referrals and deepen wallet share
- Deliver a high-touch, personalized client experience
What We’re Looking For
- 2–5 years of experience in Mutual Funds, Banking, Wealth Management, or Financial Advisory
- Robust communication and client-handling skills
- Good understanding of investment products
- Comfortable with CRM, spreadsheets, and technology
- English + a native language
- NISM certification preferred
We can teach products. We can teach processes. But the hunger to build relationships has to come from YOU.
? Chennai
? Full-Time | On-Site
- If you want to build a career, not just do a job, Apply.
📌 Relationship Manager (Chennai)
🏢 Fortune Investment Services
📍 Chennai
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