Mutual Fund Relationship Manager

We Are Hiring: Mutual Fund Relationship Manager

Join a growing financial services organization and help clients achieve their investment goals through professional relationship management.

We are currently hiring a Mutual Fund Relationship Manager to manage client relationships and assist clients with their investment journey.

Position: Mutual Fund Relationship Manager

Experience: Minimum 1 Year in Mutual Fund or Wealth Management Industry

Nature of Role: Client Relationship Management and Field Visits

Salary: As per market standards plus incentives

Key Responsibilities

• Build and maintain strong relationships with investors
• Meet clients regularly and ensure continuous engagement
• Guide clients regarding Mutual Fund investments and portfolio\-related queries
• Understand financial goals and provide suitable assistance
• Deliver exceptional client servicing and relationship management
• Good verbal and written communication skills
• Strong interpersonal and relationship\-building abilities
• Professional and client\-focused approach
• Ability to understand client requirements and provide appropriate assistance

Key Features of This Role

• Not a Sales Target Based Role
• Focus on client relationship management
• Fixed salary structure with incentives
• Professional and growth\-oriented work culture
• Suitable for candidates who enjoy interacting with investors and providing financial guidance

Benefits

• Fixed Salary plus Performance Incentives and Bonus
• PF and ESIC Benefits
• Paid Leaves and Standard Holidays
• Long\-term career growth opportunities

Pay: ₹14,000\.00 \- ₹15,000\.00 per month

Benefits

• Commuter assistance
• Health insurance
• Leave encashment
• Provident Fund

Work Location: In person