CONTACT NUMBER-+91-XXXXXXXXXX

Relationship Manager – Mutual Fund & Financial Services

Job Role: Relationship Manager
Industry: Mutual Fund / Financial Services / Investment
Employment Type: Full Time
Experience: 0–3 Years
Location: BHOPAL

We are looking for a motivated and customer-focused Relationship Manager to develop and maintain solid relationships with clients and assist them in achieving their financial goals through suitable investment solutions.

Key Responsibilities
Develop and maintain strong relationships with existing and prospective clients.
Understand clients' financial goals, investment needs and risk preferences.
Explain Mutual Funds, SIPs, Lumpsum Investments and other financial products to clients.
Generate recent leads through calls, references, networking and other business-development activities.
Follow up with prospective clients and convert leads into business.
Assist clients with account opening, KYC and investment-related processes.
Provide regular service and support to existing clients.
Achieve monthly and quarterly business targets.
Maintain proper records of client interactions,



leads and business activities.
Conduct client meetings and presentations when required.
Stay updated with financial products, market trends and company offerings.

Skills Required
Good communication and interpersonal skills.
Customer relationship management skills.
Sales and business development mindset.
Basic knowledge of Mutual Funds and financial products.
Ability to achieve targets and work independently.
Good follow-up and negotiation skills.
Basic computer knowledge.
Freshers with positive communication skills can also apply.

Key Performance Areas
New Client Acquisition
SIP & Mutual Fund Business
Lead Conversion
Client Retention
Customer Service
Achievement of Monthly/Quarterly Targets

What We Offer
Attractive salary with performance-based incentives.
Growth and career development opportunities.
Training on Mutual Funds and financial products.
Professional and supportive work setting.

Pay: ₹10,029.16 - ₹32,559.27 per month

Work Location: In person

📌 Relationship Executive Rm Bhopal (India)
🏢 Ksquare
📍 India