Relationship Manager (Field Sales) (Mumbai)

Equitypandit; Surat; On-site; INR 900,000 - 1,300,000; Full time

Job summary

EquityPandit is looking for dynamic, high-performing field sales professionals from the Mutual Funds or AMC or Insurance industries or Wealth Management or Broking firms to drive client acquisition and wealth advisory services.

In this role, you will leverage your financial product knowledge to transition retail clients and high-net-worth individuals (HNWIs) into EquityPandit’s premium equity research and investment advisory platforms.

Qualifications

• 4 to 5 years of proven field sales experience in mutual funds, wealth management or insurers.
• Strong foundational knowledge of financial markets and mutual funds.
• NISM Series XXV-B for Investment Adviser preferred but not mandatory.
• Excellent local language communication, aggressive target orientation, and good rapport-building.
• Willingness for extensive daily field travel in local territories.

Responsibilities

• Source new individual investors through field visits, local networking, and pitches.
• Pitch EquityPandit's subscription-based equity research and advisory services.
• Assess client backgrounds, risk appetites, and goals to tailor plans.
• Lead the end-to-end sales cycle from leads to payment closure and documentation.
• Build relationships, conduct portfolio reviews, and seek referrals.
• Complete KYC, maintain logs, and update CRM tools accurately.

Skills

Field sales experience

Financial literacy

Local language communication

Mobility

Education

Any Graduate/Post Graduate

NISM Series XXV-B Certification

Job description

EquityPandit is looking for dynamic, high-performing field sales professionals from the Mutual Funds or AMC or Insurance industries Or Wealth Management or Broking firms to drive client acquisition and wealth advisory services. In this role, you will leverage your financial product knowledge to transition retail clients and high-net-worth individuals (HNWIs) into EquityPandit’s premium equity research and investment advisory platforms.

Key Responsibilities:

• Client Acquisition: Conduct daily field visits, local networking meetings, and corporate pitches to source new individual investors.
• Product Pitching: Pitch EquityPandit's subscription-based equity research, stock market advisory, and portfolio advisory services in simple, transparent terms. Convert leads generated through digital marketing into active, paying subscribers.
• Needs Analysis: Assess client financial backgrounds, risk appetites, and long-term life goals to recommend tailored plans.
• Sales Cycle Management: Drive the complete process from cold-visiting and lead generation to document collection, form processing, and final payment closure.
• Relationship Building: Conduct routine portfolio reviews, service existing clients, and secure regular referrals to expand your local network.
• Compliance & Reporting: Complete KYC requirements strictly, maintain daily activity logs, and update CRM tools accurately.

Requirements & Qualifications:

• Experience: 4 to 5 years of proven field sales experience in mutual fund houses (AMCs), wealth management firms, or insurance companies.
• Financial Literacy: Strong foundational knowledge of financial markets, mutual funds, insurance products, and understanding of the equity/stock market.
• Certifications: Specifically NISM Series XXV-B for Investment Adviser is highly preferred but not mandatory at the time of hiring.
• Skills: Excellent local language communication, aggressive target orientation, and strong interpersonal rapport-building.
• Mobility: Must be comfortable with extensive daily field travel within assigned local territories.

Qualification: Any Graduate/Post Graduate