Relationship Manager Mutual Funds, SIP & Wealth Management

Relationship Manager Mutual Funds, SIP & Wealth ManagementAbout Us

Pitanga Wealth Pvt. Ltd. is a growing financial services company providing a wide range of financial products and investor support services. We are expanding our Mutual Fund and Wealth Management division and are looking for motivated professionals to join our dedicated team.

This role focuses on Mutual Funds, SIPs, Insurance, Client Relationship Management, Investor Acquisition, and Business Development. The selected candidate will work closely with clients to build long-term relationships and support the growth of our wealth management business.

Key Responsibilities

Generate new business in Mutual Funds and SIPs.

Acquire and manage investor relationships.

Conduct regular client follow-ups and meetings.

Assist clients with onboarding, KYC, and documentation processes.

Promote financial products including Mutual Funds, SIPs, Health Insurance, Term Insurance, and Tax Saving Solutions.

Identify business opportunities from existing clients, referrals, and networking activities.

Maintain client records and update CRM systems.

Coordinate with operations and support teams to ensure smooth client servicing.

Achieve monthly business and relationship management targets.

Participate in investor awareness and client engagement activities.

Requirements

Graduate in any discipline.

Experience in Financial Services, Banking, Insurance, Mutual Funds, Wealth Management, Sales, or Relationship Management preferred.

Strong communication and interpersonal skills.

Ability to build and maintain long-term client relationships.

Good follow-up and business development skills.

Basic computer knowledge including MS Office and CRM tools.

Freshers with strong communication skills and willingness to learn may also apply.

Preferred Experience

Mutual Fund Distribution

SIP Sales

Insurance Sales

Banking Sales

Wealth Management

Client Relationship Management

Financial Services

Job Details

Job Type: Full-Time

Location: Ramesh Nagar, New Delhi

Schedule:

Day Shift

Monday to Saturday

Compensation:

Fixed Salary

Performance-Based Incentives

Career Growth Opportunities

Why Join Pitanga Wealth

Growing Wealth Management Business

Dedicated Mutual Fund & SIP Division

Professional Training & Development

Supportive Team Environment

Long-Term Career Growth Opportunities

Performance-Based Rewards

If you are passionate about client relationship management, business development, and financial services, we would love to hear from you.

Compensation: 200,[hidden],000.00 per year

Work Location: In person .