Mutual Fund Advisor/ Relationship Manager

Role & responsibilities

Understand client financial needs, risk appetite, and investment objectives.

Suggest suitable mutual fund products based on client profiles.

Acquire new clients through references, networking, and lead generation.

Maintain strong relationships with existing clients and provide regular portfolio reviews.

Assist clients with account opening, KYC, SIP registrations, redemptions, and other transactions.

Monitor market trends and update clients on relevant investment opportunities.

Ensure compliance with regulatory guidelines and company policies.

Achieve monthly sales targets and business growth objectives.

Coordinate with internal teams for smooth client onboarding and service support.

Maintain accurate records of client interactions and transactions.

Preferred candidate profile

Certified Financial Planner & NISM V-A certification preferred.

1-3 years of experience in mutual funds, wealth management, or financial sales.

Strong understanding of mutual fund products, SIPs, STPs, SWPs, and investment concepts.

Excellent communication, negotiation, and interpersonal skills.

Strong sales aptitude with a client-focused approach.

Ability to build and maintain long-term client relationships.

Self-motivated, target-driven, and result-oriented.

Basic knowledge of financial markets and regulatory compliance.

Proficiency in MS Office, email communication, and CRM systems.

Ability to work independently as well as in a team environment.