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Hiring For Relationship Manager Mutual FundBack

Job Description:

Hi,

We are looking for enthusiastic and skilled Relationship Managers with experience in the Mutual Fund industry. The ideal candidate should have in-depth knowledge of mutual fund products, strong client relationship management skills, and a passion for investment advisory.

 

Key Responsibilities:

  • Promote and sell mutual fund products to existing and potential clients.
  • Build and maintain long-term client relationships through effective communication and service.
  • Understand clients’ financial goals and recommend suitable mutual fund investment options.
  • Achieve sales targets and ensure customer satisfaction.
  • Coordinate with AMC partners and internal teams for business operations.
  • Stay updated with market trends, fund performances, and regulatory changes.
  • Conduct periodic reviews with clients to track investment performance and suggest portfolio adjustments.
Salary : As per industry standards
Industry : Finance Market
Role/Position : Relationship Manager - Mutual Fund
Keyskills :

 

Required Qualifications & Skills:

  • Education: MBA / M.Com (Finance or related field preferred)
  • Certifications: NISM Series V-A (XA & XB) - Mandatory
  • Experience: 1–3 years of experience in the Mutual Fund industry
  • Strong understanding of mutual fund products and investment concepts
  • Excellent communication and interpersonal skills
  • Target-driven, self-motivated, and customer-focused
Desired Candidate Profile:


No. of Vacancy: 2
Job Location: Rohini Sec 10

mNivesh Company Profile


Contact Details
Contact Person: : Vipul Kumar
Website :

Admission Enquiry

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