Relationship Manager Mutual Funds, SIP & Wealth Management, Insurance Products.

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 recent business in Mutual Funds and SIPs and Insurance Products (Health, Life & Term).
- 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 opportunities 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.
- Strong 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 strong communication skills and willingness to learn may also apply.

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

Location : Delhi NCR, Lucknow, Patna, Jaipur, Gurgaon, Noida Salary : INR 2,50,000 to INR 4,00,000 (P.A)

Interested Candidates may send CV at [email protected]

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