Relationship Manager/Sr. Relationship Manager/ AVP / VP (Sales) - Mutual Funds
Job Description:
Job Overview:
The ideal candidate will be responsible for managing and growing relationships with high-net-worth individuals, clients, and institutional investors. You will be tasked with offering customized investment solutions, building strong client loyalty, and contributing to the growth of our mutual fund business.
Department: Sales/Client Services
Reports To: Executive Director
Industry- Financial Services
Employment Type- Full-time
Key Responsibilities:
- Develop and maintain relationships with new and existing clients to understand their financial needs and investment goals.
- Recommend and manage a diversified portfolio of mutual funds tailored to client requirements.
- Provide clients with ongoing support, performance updates, and market insights.
- Generate new business through referrals, networking, and prospecting potential clients.
- Collaborate with the investment and research teams to create appropriate solutions for clients.
- Ensure clients are fully informed about mutual fund products, risks, and investment strategies.
- Monitor market trends and provide timely updates and advice to clients on their investment portfolios.
- Assist in the preparation of client presentations, reports, and other documentation.
- Meet and exceed sales targets and other performance metrics.
Qualifications & Skills:
- Bachelor's degree in finance/marketing, Business, or related field (MBA preferred).
- Proven experience (3+ years) in mutual fund sales, wealth management, or financial services.
- Strong knowledge of mutual funds, investment strategies, and financial markets.
- Excellent communication and interpersonal skills to build and maintain client relationships.
- Client-focused with a strong ability to understand and address clients’ financial goals.
- Results-driven with a passion for achieving sales and business development goals.
- Ability to work independently and as part of a team.
- Certification in mutual funds (e.g., NISM Series V-A) would be an advantage.
What We Offer:
- Competitive salary and performance-based incentives.
- Opportunity to work with a leading firm in the mutual fund industry.
- Comprehensive training and career development opportunities.
- A supportive and dynamic work environment.
Languages Known- English, Hindi,
If you're passionate about the mutual fund industry and enjoy building lasting relationships with clients, we would love to hear from you!
Key Skills :
Company Profile
A leading mutual fund distributor based in Navi Mumbai, this firm has over 19 years of experience in managing the financial goals of HNIs and Ultra HNIs. Recognized among the top in the region, they specialize in crafting personalized wealth strategies aligned with clients’ risk profiles and long-term goals. Their core services include mutual fund distribution, portfolio management, insurance advisory, financial and retirement planning. Backed by advanced technology and a client-friendly app, they provide seamless portfolio tracking and a modern investment experience. Their approach combines expert advisory with a commitment to transparency, growth, and financial security.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.