Job Title:

Relationship Manager – Mutual Fund (Field Role)

Location: Vadodara

Experience Required: 1 to 2 years

Salary: ₹30,000 – ₹35,000 CTC per month

Qualification: Any Graduate

Job Summary

We are looking for a energetic and target-driven Relationship Executive to promote and sell mutual

fund products in a field-based role. The candidate will be responsible for client acquisition,

relationship management, and driving investment business.

Key Responsibilities
Acquire new clients through field visits, references, networking, and distributor channels
Promote and sell mutual fund investment products
Understand client needs and recommend suitable investment options
Build and maintain solid client relationships
Achieve sales targets through direct and distributor sales of mutual funds
Conduct meetings, follow-ups,



and ensure compliance with documentation
Provide after-sales service and portfolio updates to clients.

Requirements
Graduate in any discipline
1.5 years of experience in mutual funds, insurance or financial services
Good communication and interpersonal skills
Willingness to travel and work in a field-based role
Basic knowledge of financial products and markets

Skills
Sales & negotiation skills
Relationship management
Client handling
Goal-oriented mindset

Pay: ₹20,000.00 - ₹30,000.00 per month

Perks:
Commuter assistance
Health insurance
Internet reimbursement

Work Location: In person

📌 Mutual Fund Advisor Sayajiganj
🏢 VO FINCORP
📍 Sayajiganj