Relationship Manager - Mutual Funds/SIP Investments - NISM-V(A)

We are hiring for Asset Management Company

Location: Netaji Subhash Place, New Delhi

Experience: 2 years

Key Responsibilities

Generate new leads through referrals, networking, and market outreach.

Onboard new clients and understand their financial goals and risk appetite.

Promote investment products such as Mutual Funds, SIPs, PMS, Bonds, and Insurance solutions.

Build and manage a sustainable SIP book with consistent inflows.

Cross-sell and upsell mutual funds and insurance products based on client needs.

Achieve monthly/quarterly AUM and revenue targets.

Conduct portfolio reviews and maintain strong client relationships.

Ensure proper KYC, documentation, and regulatory compliance.

Desired Candidate Profile

2-3 years of experience in Wealth Management / Mutual Fund Sales Financial Advisory.

Proven track record of building and managing an SIP.

Knowledge of mutual funds, insurance, and financial markets.

NISM certification preferred (Mutual Fund Distributor/Investment Advisor).

Strong communication and client relationship skills.