Vikatan Group
Relationship Manager - Mutual Fund
Skills
12 days ago
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Important information
Contract type:
Permanent
Location:
Tamil Nadu, India
Work mode:
Onsite
Published on:
15 October 2026
What they need
Job Purpose: To acquire new investors, build client relationships, and drive mutual fund sales and AUM growth.
Key Responsibilities:
- Acquire new clients through lead generation, referrals, and networking.
- Promote mutual fund investments, SIPs, and other investment products.
- Build and maintain strong relationships with existing clients.
- Achieve monthly sales, AUM, and revenue targets.
- Follow up on leads and ensure customer retention.
- Ensure KYC documentation and regulatory compliance.
- Maintain sales reports and update client records.
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
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