Mutual Fund Specialist

Relationship Manager | Mutual Funds

Location: Mumbai | Delhi/NCR | Ahmedabad | Hyderabad | Pune

CTC: Up to ₹7 LPA

We are hiring enthusiastic Relationship Managers to drive Mutual Fund distribution through IFA/MFD networks and build strong investor relationships.

Key Responsibilities

• Develop and manage relationships with IFAs, MFDs, and retail investors.

• Promote Mutual Fund products and drive SIP acquisitions.

• Generate leads through meetings, calls, events, and referrals.

• Track sales pipeline, maintain MIS, and update CRM regularly.

• Stay updated on Mutual Fund products and market trends.

Eligibility

• MBA (Finance/Marketing) preferred or Graduate with relevant experience.

• 1 to 3 years of experience in Mutual Funds, Banking, Wealth Management, Financial Services, or Sales.

• Basic knowledge of Mutual Fund products and capital markets.

• AMFI/NISM Series V-A certification preferred (or willingness to obtain).

• Good communication, relationship-building, and presentation skills.