Relationship Manager Mutual Funds

Mahardhan Business Solutions Private Limited

Vadodara

7-10 Years

7 - 9 LPA

This job is no longer accepting applications

Posted 2 months ago

Job Description

About the Role

We are looking for an experienced and client-focused Relationship Manager Mutual Funds to join our team. The ideal candidate will have strong expertise in mutual fund sales and distribution, with a proven ability to build long-term client relationships, drive investments, and deliver tailored wealth management solutions.

Key Responsibilities

Develop, manage, and retain relationships with individual and institutional clients.
Identify client needs and recommend suitable mutual fund products and investment strategies.
Achieve sales and revenue targets through proactive business development.
Conduct portfolio reviews, monitor client investments, and provide timely updates.
Ensure compliance with regulatory guidelines and internal policies.
Build brand credibility and trust by delivering high-quality service and financial guidance.

Pramesh Wealth Pvt Ltd (https://prameshwealth.com/about)

Spotlight

Cafeteria, Gifts on festivals, Maternity leaves, Career break/sabbatical, Rewards & recognition, Course reimbursements, Professional degree assistance, Performance bonus, Mobile bill reimbursements

Education

Chartered Accountancy (C.A), Master of Accounting, Master OF Business Administration (M.B.A), Master of Tax Accounting, Chartered Accountancy Inter (C.A Inter), Bachelor of Commerce (B.Com), ICWA (CMA), Master of Commerce (M.Com), Master of Professional Accountancy (MPA), ICWA Inter