Relationship Manager

We are looking for a dynamic and target-driven relationship. An executive to promote and sell mutual fund products in a field-based role. The candidate will be responsible for client acquisition, relationship management, and driving investment business.

Responsibilities:

• Acquire new clients through field visits, references, networking, and distributor channels.
• Promote and sell mutual fund investment products.
• Understand client needs and recommend suitable investment options.
• Build and maintain strong client relationships.
• Achieve sales targets through direct and distributor sales of mutual funds.
• Conduct meetings and follow-ups and ensure compliance with documentation.
• Provide after-sales service and portfolio updates to clients.

Requirements:

• Graduate in any discipline.
• 1.5 years of experience in mutual funds, insurance, or financial services.
• Good communication and interpersonal skills.
• Willingness to travel and work in a field-based role.
• Basic knowledge of financial products and markets.
• Skills: Sales and negotiation skills, relationship management, client handling, and goal-oriented mindset.