Mutual Fund Advisor

Job Title:

Relationship Manager – Mutual Fund (Field Role)

Location: Vadodara

Experience Required: 1 to 2 years

Salary: ₹30,000 – ₹35,000 CTC per month

Qualification: Any Graduate

Job Summary

We are looking for a dynamic and target-driven Relationship Executive to promote and sell mutual

fund products in a field-based role. The candidate will be responsible for client acquisition,

relationship management, and driving investment business.

Key Responsibilities

• Acquire new clients through field visits, references, networking, and distributor channels

• Promote and sell mutual fund investment products

• Understand client needs and recommend suitable investment options

• Build and maintain strong client relationships

• Achieve sales targets through direct and distributor sales of mutual funds

• Conduct meetings, follow-ups, and ensure compliance with documentation

• Provide after-sales service and portfolio updates to clients.

Requirements

• Graduate in any discipline

• 1.5 years of experience in mutual funds, insurance or financial services

• Good communication and interpersonal skills

• Willingness to travel and work in a field-based role

• Basic knowledge of financial products and markets

Skills

• Sales & negotiation skills

• Relationship management

• Client handling

• Goal-oriented mindset

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Commuter assistance
• Health insurance
• Internet reimbursement

Work Location: In person