Relationship Officer(mutual fund & Insurance) (Jaipur)

Relationship Officer(mutual fund & Insurance) (Jaipur)

16 Oct
|
IBWC One
|
Jaipur

16 Oct

IBWC One

Jaipur

· Build client relationships.

· Assist clients with investment transactions and documentation. Provide suitable Mutual Fund SIPs, Lumpsum investments, and other investment solutions.

· Acquire new clients and successful onboarding.

· Cross-sell financial products.

· Maintain CRM and documentation.

Ensure SEBI/AMFI compliance

Requirements

- Graduate in B.Com / BBA / MBA / M.Com or relevant field.
- NISM Series V-A certification is mandatory.
- 1–3 years of experience in Mutual Funds, Insurance, Banking, Wealth Management or Financial Services.
- Valuable communication, follow-up and coordination skills.
- Good knowledge of MS Excel and office operations.
- Knowledge of Mutual Fund/Insurance platforms will be an advantage.

Pay: ₹20,000.00 - ₹28,000.00 per month

Work Location: In person

📌 Relationship Officer(mutual fund & Insurance) (Jaipur)
🏢 IBWC One
📍 Jaipur

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