Relationship Banker

7 days ago

Rs Puram Coimbatore Tamil Nadu, India HeadStart Solutions Full time

**Job Title**: Relationship Manager - Mutual Funds
**Location**: coimbatore
**Department**: Sales / Wealth Management
**Reports To**: Sales Head / Branch Manager

**Job Type**: Full-Time

**Job Summary**:
**Key Responsibilities**:

- Develop and maintain long-term relationships with retail and HNI clients.
- Understand customer financial goals and provide tailored mutual fund investment solutions.
- Acquire new clients through referrals, networking, and cold calling.
- Ensure regular follow-up with clients for portfolio reviews and investment updates.
- Achieve assigned sales targets for mutual fund products (SIP, Lumpsum, ELSS, etc.).
- Monitor market trends and keep clients informed of relevant investment opportunities.
- Maintain proper documentation and adhere to compliance, KYC, and regulatory norms.
- Coordinate with internal teams (operations, compliance, etc.) for seamless client service.

**Key Skills & Competencies**:

- Strong understanding of mutual fund products and financial planning.
- Excellent communication and interpersonal skills.
- Sales-driven mindset with strong client relationship management capabilities.
- Ability to analyze market data and explain investment concepts clearly.

**Qualifications**:

- Graduate/postgraduate in finance, commerce, or a related field.
- AMFI/NISM V-A Certification (mandatory).
- 2-5 years of relevant experience in mutual fund sales or financial advisory.
- Proficiency in MS Office and CRM tools.

Pay: ₹25,000.34 - ₹30,000.16 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

Work Location: In person

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