Sales/ Relationship Manager-Mutual Funds
Job Description:
Candidate’s Profile:
- Hardworking & Confident.
- Smart Presentable.
- Go getting attitude.
- Experience in client handling.
Job Profile:
- Lead will be provided by the company.
- Should have experience in Mutual Fund.
- Experience in Client portfolio management and HNI client handling.
- Relationship Management.
Salary: As per Industry Norms+ Sales Incentive + Traveling Allowance.
Job Location: Kharghar
Qualification: Any
Gender: Male/Female
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.