Job Summary : Responsible for managing client relationships, promoting mutual fund investment solutions, and helping clients achieve their financial goals through effective investment advisory and portfolio management.

Key Responsibilities :

- Build and maintain strong relationships with existing and prospective clients
- Advise clients on mutual fund products based on their financial objectives
- Generate new business through referrals, networking, and lead generation
- Conduct portfolio reviews and provide investment recommendations
- Ensure timely follow-ups and customer service support
- Achieve sales and revenue targets for mutual fund products
- Maintain compliance with regulatory and company guidelines

Skills Required :

- Strong knowledge of mutual funds and investment products
- Excellent communication, sales, and relationship management skills




- Client acquisition and portfolio management abilities
- Analytical and financial planning skills
- Target-oriented and customer-focused approach

Qualification & Experience :

- Graduate in Finance, Commerce, Business Administration, or related field
- NISM Certification preferred
- 2-6 years of experience in mutual funds, wealth management, or financial services

Preferred Experience :

- Experience with AMCs, brokerage firms, banks, or wealth management companies
- Solid understanding of SIPs, equity funds, debt funds, and investment planning

Pay: ₹25,000.00 - ₹32,000.00 per month

Benefits :

- Provident Fund

Work Location: In person

📌 Relationship Manager- Mutual Funds (Nashik)
🏢 Care Plus Facility Private
📍 Nashik