Relationship Manager - Mutual Fund Distribution

Kaveesha Investment Services; Aligarh; On-site; INR 350,000 - 550,000; Full time

Benefits offered by this job

Competitive fixed salary + incentives

Structured training on mutual funds

NISM certification guidance

Career growth opportunities

Professional development opportunities

Client interaction & networking

Supportive work environment

Sales incentives

Job summary

Kaveesha Investment Services Pvt. Ltd. is hiring a Relationship Manager to build and maintain relationships with investors, understand their financial goals, and assist with mutual fund investments in Uttar Pradesh, India.

Freshers with strong communication are welcome, with training provided. The role involves client acquisition, investor communication, mutual fund product knowledge, and coordination for KYC, documentation, and servicing, while ensuring regulatory compliance and servicing

Qualifications

• Freshers with good communication skills welcome and training will be provided.
• Strong interest in financial services and mutual funds.
• Ability to understand investor requirements and explain mutual fund options within regulations.

Responsibilities

• Develop and maintain relationships with existing and prospective investors.
• Generate new investor leads through references, networking, and outreach.
• Assist investors with SIP and lump-sum investments and other mutual fund transactions.
• Coordinate KYC, application forms, and transaction-related documentation.
• Maintain regular communication and provide timely service support.
• Follow AMFI/SEBI guidelines and company compliance requirements.

Skills

Investor relations

Communication skills

Sales

AMFI/SEBI compliance awareness

Job description

Role & responsibilities:

We are looking for a Relationship Manager to join Kaveesha Investment Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN 110828).

The candidate will be responsible for developing and maintaining relationships with investors, understanding their financial goals, assisting with mutual fund investment processes, generating new client relationships and providing ongoing investor service.

The role involves client acquisition, investor communication, mutual fund product understanding, follow-up, SIP/lumpsum business development and coordination for investment-related documentation and servicing.

Freshers with good communication skills and an interest in financial services are welcome. Training and guidance will be provided to suitable candidates.

Candidates involved in mutual fund sales/distribution must possess the required NISM certification and AMFI/EUIN registration as applicable. Candidates who have not yet obtained NISM Series V-A may be considered for a trainee role and will be required to complete the certification before undertaking regulated mutual fund sales/distribution activities.

Preferred candidate profile:

• Develop and maintain relationships with existing and prospective investors.
• Generate new investor leads through references, networking, calling and other business-development activities.
• Understand investor requirements and explain relevant mutual fund investment options in accordance with applicable regulations and company processes.
• Assist investors with SIP, lump-sum investments, additional investments and other mutual fund transactions.
• Follow up with prospective investors and convert suitable leads into business.
• Maintain regular communication and build long term professional relationships with investors and provide timely service support.
• Coordinate KYC, application forms, documentation and transaction-related requirements.
• Keep yourself updated about mutual fund products, market developments and applicable regulatory requirements.
• Follow AMFI/SEBI guidelines and the company's compliance and code-of-conduct requirements at all times.

Perks and benefits

• Competitive Fixed Salary + Performance-Based Incentives
• Structured Training on Mutual Funds & Financial Products
• NISM Series V-A Certification Guidance/Support
• Career Growth Opportunities in Financial Services
• Learning & Professional Development Opportunities
• Client Interaction & Networking Opportunities
• Supportive Work Environment
• Sales incentives