We are seeking a skilled Relationship Manager specializing in Mutual Funds to join our agile team. The ideal candidate will have a robust background in mutual funds sales and a deep understanding of equity trading and derivatives. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, providing them with expert advice on investment opportunities, and ensuring their financial goals are met.

Key Responsibilities:
Develop and manage client relationships to understand their investment needs and objectives.
Provide clients with insights and recommendations on mutual funds and equity trading strategies.
Stay updated on market trends and changes in regulations affecting mutual funds and equity derivatives.
Collaborate with internal teams to deliver tailored investment solutions to clients.




Conduct regular follow-ups with clients to ensure satisfaction and address any concerns.
Achieve sales targets and contribute to the overall growth of the business.

Required Skills:
Proven experience in mutual funds sales and relationship management.
Strong knowledge of equity trading, equity derivatives, and broking.
NISM certification is preferred.
Excellent communication and interpersonal skills.
Ability to analyze market trends and provide strategic advice to clients.
Strong problem-solving skills and a client-focused approach.

If you are passionate about finance and have a proven track record in relationship management, we encourage you to apply for this exciting chance to make a significant impact in the financial services industry.

📌 Relationship Manager Mutual Funds Bengaluru
🏢 Avani Consulting
📍 Bengaluru