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Digital Relationship Manager

Angel One
Delhi NCR
0-3 Years
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  • Posted 19 days ago
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Job Description

Key Responsibilities:

  • Outbound Calling: Initiate outbound calls to potential MFDs/clients to introduce mutual fund products and services. Utilize lead lists, databases, and other resources to drive business parameters such as activation, SIPs, and Lumpsum investments. Facilitate onboarding of MFDs and KYC completion.
  • Product Presentation: Present detailed information on mutual fund products, including features, benefits, and performance. Help clients understand investment options in line with their financial goals.
  • Objection Handling: Address and resolve concerns related to mutual fund investments, fees, and risks. Provide accurate, transparent information to build trust with MFDs.
  • Relationship Management: Build and maintain strong relationships with MFDs by providing ongoing support, guidance, and personalized advice. Share market updates, performance reports, and other relevant information to help clients make informed investment decisions.

More Info

Job Type:
Permanent Job
Industry:
Financial Services
Role:
Relationship Mgr/Account Servicing
Function:
Sales/Business Development
Employment Type:
Full time
Open to candidates from:
Indian

About Company

Angel One

Angel One Limited is a Fintech company providing broking services, margin trading facility, research services, depository services, investment education and distribution of third-party financial products to its clients, on a mission to become the No. 1 fintech organization in India. With about 32 million registered clients, we are onboarding, in the current financial year, an average of over 900K new clients every month. We are working to build personalized financial journeys for our clients via a single app, powered by new-age tech, AI, Machine Learning and Data Science. We are a group of self-driven, motivated individuals who enjoy taking ownership and believe in providing best value for money to investors through innovative products and investment strategies. We apply and amplify personalisation within our products and services. We have a flat structure, with ample opportunity to showcase your talent and a growth path for engineers to the very top. Join our team and experience the best of both worlds at Angel One! We believe in the power of collaboration and the freedom of flexibility. This year, we secured rank 20 among the top 100 Best Companies to Work for, in India in 2025; a big jump from rank 92 in 2022, from rank 52 in 2023, and rank 25 in 2024! We are aggressively hiring Engineers, Product Managers & Data science rockstars across India. Check out our careers section!

Job ID: 132668969

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Last Updated: 18-11-2025 06:47:34 AM
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