Job Opening – Relationship Manager (Mutual Fund Sales)
Key Responsibilities:
- Generate new mutual fund clients and business.
- Sell SIP, lump-sum and other suitable mutual fund solutions.
- Manage and strengthen relationships with existing clients.
- Generate leads through calls, references, networking and market activities.
- Conduct client meetings and understand their investment requirements.
- Follow up with prospects and convert leads into clients.
- Increase AUM and SIP business through client acquisition and retention.
- Generate referrals from existing clients.
- Maintain regular client follow-ups and update CRM records.
- Achieve monthly and annual sales targets.
- Ensure sales and client servicing are conducted as per applicable compliance requirements.
Experience: 2+ years in Mutual Funds / Financial Services / Banking / Insurance preferred.
Skills: Communication, sales, relationship management, lead generation and client handling.
Pay: ₹20,000.00 - ₹25,000.00 per month
Perks:
- Cell phone reimbursement
- Flexible schedule
- Life insurance