Mutual Fund Executive / Relationship Manager

Job Overview

The Mutual Fund Executive / Relationship Manager will focus on promoting and selling mutual fund products, acquiring new clients through company branches, nurturing investor relations, and meeting monthly investment goals, all while adhering to relevant regulatory norms.

Key Duties

• Market and sell various mutual fund schemes to prospective and current customers.
• Develop leads via referrals, marketing initiatives, and direct client engagement.
• Present and clarify investment strategies including SIPs, lump-sum plans, and diversification options.
• Organize investor education sessions and promotional campaigns to raise product awareness.
• Maintain consistent contact with clients to encourage additional investments and renewals.
• Meet monthly targets concerning SIPs, Assets Under Management (AUM), and revenues.
• Collaborate with branch personnel and business partners to expand mutual fund sales.
• Ensure strict compliance with regulatory requirements and organizational policies.

Qualifications and Experience

• Graduate degree in any field is mandatory; qualifications such as MBA or Finance-related degrees are preferred.
• NISM Series V-A Mutual Fund Distributors Certification is necessary; however, candidates without this certification can still apply.
• Experience ranging from 1 to 3 years in mutual funds, financial services, banking, NBFCs, insurance, or general sales is preferred.
• Fresh candidates with a strong inclination toward sales are also welcome to apply.