Job Purpose: To acquire recent investors, build client relationships, and drive mutual fund sales and AUM growth.
Key Responsibilities:
Acquire current clients through lead generation, referrals, and networking.
Promote mutual fund investments, SIPs, and other investment products.
Build and maintain solid relationships with existing clients.
Achieve monthly sales, AUM, and revenue targets.
Follow up on leads and ensure customer retention.
Ensure KYC documentation and regulatory compliance.
Maintain sales reports and update client records.
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
📌 Relationship Manager Mutual Fund Chennai (India)
🏢 Vikatan Group
📍 India
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