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.

Experience
1-5 yrs