Mutual Fund Relationship Manager | RM

TG Levels Private Limited; Navi Mumbai; On-site; INR 250,000 - 420,000; Full time

Job summary

TG Levels Private Limited is seeking a proactive professional to manage client relationships and drive mutual fund sales. The role involves understanding client goals, recommending suitable funds, and generating new business through calls, references, and networking.

Ideal candidates may be freshers or experienced, with Graduation in any stream and optional NISM certification or MF sector experience. Strong follow-up skills and target orientation are valued.

Qualifications

• Freshers and experienced candidates can apply.
• Graduation in any stream.
• NISM certification / mutual fund industry experience will be an added advantage.
• Basic knowledge of Mutual Funds, SIPs, and investments.
• Experience in sales or client relationship management preferred.
• Target-oriented with good follow-up skills.

Responsibilities

• Handle and maintain relationships with existing mutual fund clients.
• Understand client financial goals and suggest suitable mutual fund investment options.
• Generate new clients through calls, references, leads, and networking.
• Explain mutual fund products, SIPs, lump-sum investments, and related services to clients.
• Follow up with clients for investments, SIPs, renewals, and additional business.
• Maintain regular communication with clients and provide good after-sales service.
• Achieve assigned monthly sales and revenue targets.
• Maintain proper records of client interactions, leads, and investments.
• Coordinate with the internal team for documentation, KYC, transactions, and client queries.
• Stay updated with mutual fund products, market developments, and company offerings.

Skills

Sales

Client relationship management

Communication

Networking

Education

Graduation (any stream)

Job description

Role & responsibilities

• Handle and maintain relationships with existing mutual fund clients.
• Understand client financial goals and suggest suitable mutual fund investment options.
• Generate new clients through calls, references, leads, and networking.
• Explain mutual fund products, SIPs, lump-sum investments, and related services to clients.
• Follow up with clients for investments, SIPs, renewals, and additional business.
• Maintain regular communication with clients and provide good after-sales service.
• Achieve assigned monthly sales and revenue targets.
• Maintain proper records of client interactions, leads, and investments.
• Coordinate with the internal team for documentation, KYC, transactions, and client queries.
• Stay updated with mutual fund products, market developments, and company offerings.

Preferred candidate profile

• Freshers and experienced candidates can apply.
• Graduation in any stream.
• NISM certification / mutual fund industry experience will be an added advantage.
• Basic knowledge of Mutual Funds, SIPs, and investments.
• Experience in sales or client relationship management preferred.
• Target-oriented with good follow-up skills.