Job Opening – Relationship Manager (Mutual Fund Sales)
Key Responsibilities:
Generate recent 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
Advantages
Cell phone reimbursement
Adaptable schedule
Life insurance