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Relationship Manager Mutual Funds

Fresher   Mumbai City   01 Oct, 2025
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job Title: Relationship Manager - Mutual Funds Location: Kandivali East Department: Sales Working Day: Monday - Saturday (2 & 3 Saturday off) Timing: 10:00 AM - 6:00 PMRequirement : NISM Certification MandatoryCTC : 5LPA - 6LPARole Overview :Responsible for managing and nurturing relationships with existing customers byunderstanding their financial objectives and offering customized investment solutions.Ensures client satisfaction and retention through consistent engagement, while proactively generating new business via referrals, targeted outreach, and networking.Responsibilities :1. Engage with existing customers to understand their financial goals and providetailored investment solutions.2. Maintain strong customer relationships to ensure long-term satisfaction andretention.3. Actively seek customers referrals and expand the customer base through targetedoutreach and networking.4. To Conduct Successful Investment Awareness Programs (IAP) and generate leads & close the sales.Share your resume on : hidden_mobile

Keyskills :
lead generationclient relationship managementcustomer support

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