Relationship Manager

We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Salesto acquire, manage, and grow relationships with retail and HNI clients. The role involvespromoting mutual fund products, achieving sales targets, and delivering superior customerservice while ensuring regulatory compliance.Roles And Responsibility -1. Client Acquisition & Business Development● Identify and acquire new clients through cold calling, referrals, networking, and digitalleads.● Promote and sell mutual fund schemes based on client risk profiles and financialgoals.● Achieve monthly, quarterly, and annual sales targets.2. Relationship Management● Build and maintain long-term relationships with retail and HNI clients.● Conduct regular portfolio reviews and recommend suitable investment strategies.● Address client queries, concerns, and service requests promptly.3. Advisory & Financial Planning● Understand client financial needs (retirement, tax planning, wealth creation, etc.).● Recommend appropriate mutual fund products (Equity, Debt, Hybrid, SIPs, ELSS,etc.).● Educate clients on market trends and investment opportunities.