We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales

to acquire, manage, and grow relationships with retail and HNI clients. The role involves

promoting mutual fund products, achieving sales targets, and delivering superior customer

service while ensuring regulatory compliance.

Roles And Responsibility -

1. Client Acquisition & Business Development

● Identify and acquire current clients through cold calling, referrals, networking, and digital

leads.

● Promote and sell mutual fund schemes based on client risk profiles and financial

goals.

● Achieve monthly, quarterly, and annual sales targets.

2. Relationship Management

● Build and maintain long-term relationships with retail and HNI clients.





● Conduct regular portfolio reviews and recommend suitable investment strategies.

● Address client queries, concerns, and service requests promptly.

3. Advisory & Financial Planning

● Understand client financial needs (retirement, tax planning, wealth creation, etc.).

● Recommend appropriate mutual fund products (Equity, Debt, Hybrid, SIPs, ELSS,

etc.).

● Educate clients on market trends and investment opportunities.

Skills:- Mutual funds, HNI, client Acquisition , PMS, Relationship building, Wealth and advisor

📌 Relationship Manager (Gurugram)
🏢 Corporate Stalwarts
📍 Gurugram