Job Title

Relationship Manager – Mutual Fund (Field Role)

Location: Vadodara

Experience Required: 1 to 2 years

Salary: ₹30,000 – ₹35,000 CTC per month

Qualification: Any Graduate

Job Summary

We are looking for a dynamic and target-driven Relationship Executive to promote and sell mutual fund products in a field-based role. The candidate will be responsible for client acquisition,

relationship management, and driving investment business.

Key Responsibilities

- Acquire new clients through field visits, references, networking, and distributor channels
- Promote and sell mutual fund investment products
- Understand client needs and recommend suitable investment options
- Build and maintain solid client relationships
- Achieve sales targets through direct and distributor sales of mutual funds
- Conduct meetings, follow-ups,



and ensure compliance with documentation
- Provide after-sales service and portfolio updates to clients.

Requirements
- Graduate in any discipline
- 1.5 years of experience in mutual funds, insurance or financial services
- Good communication and interpersonal skills
- Willingness to travel and work in a field-based role
- Basic knowledge of financial products and markets

Skills
- Sales & negotiation skills

- Relationship management

- Client handling
- Goal-oriented mindset

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits

- Commuter assistance
- Health insurance
- Internet reimbursement

Work Location: In person

📌 Mutual Fund Advisor (Sayajiganj)
🏢 VO FINCORP
📍 Sayajiganj