Job Description
This job is provided by apna.co Job Title: Mutual Fund Executive / Relationship Manager
Job Summary
The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring new investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines.
Key Responsibilities
Promote and sell mutual fund products to new and existing clients.
Generate leads through referrals, campaigns, and customer interactions.
Explain investment options, SIPs, lump-sum investments, and portfolio diversification.
Conduct investor awareness programs and promotional activities.
Maintain regular follow-up with clients for additional investments and renewals.
Achieve monthly SIP, AUM, and revenue targets.
Coordinate with branch staff and business partners to increase mutual fund business.
Ensure compliance with all regulatory and company policies.
Required Qualifications
Graduate in any discipline (MBA/Finance, Graduates or post graduate's fiancé preferred).
NISM Series V-A Mutual Fund Distributors Certification required / without certification can also apply
1–3 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or in any sales experience.
Freshers with strong sales aptitude may also apply.
