Mutual Fund Advisor

1 week ago


Mumbai, Maharashtra, India -0d82-4abc-a587-48b39abf48ff Full time ₹ 4,80,000 per year

Job description:

Position: Mutual Fund Sales – Virtual Relationship Manager

Industry: Banking

Experience: 0–1 Year

Location: Thane / Goregaon (Mumbai)

Certification Required: NISM Series V-A (Mutual Fund Distributors)

Job Description

We are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager – Mutual Fund Sales with a leading bank.

As a Virtual RM, you will be responsible for handling customer relationships over calls and video meetings, advising clients on mutual fund investments, and achieving assigned sales targets.

Key Responsibilities

  • Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products.
  • Understand client needs, risk appetite, and investment goals to suggest suitable mutual fund schemes.
  • Achieve monthly and quarterly sales targets as per business objectives.
  • Ensure high customer satisfaction and maintain long-term relationships.
  • Maintain proper documentation and compliance as per regulatory guidelines.
  • Update and maintain customer records in the CRM system.

Requirements

  • Graduate in any discipline (Finance background preferred).
  • 0–1 year of experience in financial sales or customer relationship management.
  • Mandatory: NISM Series V-A certification.
  • Strong communication and interpersonal skills.
  • Passion for finance, investment products, and relationship building.
  • Proficiency in English and local languages will be an added advantage.

Job Type: Full-time

Pay: ₹20, ₹40,000.00 per month

Benefits:

  • Paid sick time
  • Provident Fund

Work Location: In person



  • Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title:Virtual Relationship Manager – Mutual Fund Distributors (MFDs)Location:MumbaiEmployment Type:Full-TimeExperience Level:0–2 years(Graduate Freshers Welcome)About the Role: We are seeking a dynamic and driven individuals to join our team as a Virtual Relationship Manager MFD. This role is focused on engaging with empaneled Mutual Fund...


  • Mumbai, Maharashtra, India LIC Mutual Fund Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Position-Manager / Deputy Manager – AMC background preferredFunction-Brokerage - Corporate MarketingAbout LIC Mutual FundLIC Mutual Fund is among India's well-established players in the asset management industry. Guided by the principles of disciplined investing, strong financial ethics, and robust corporate governance, LIC MF continues to build a trusted...

  • Mutual Fund Advisor

    6 days ago


    Mumbai, Maharashtra, India Roots Recruitment Service Full time ₹ 3,96,000 - ₹ 4,92,000 per year

    Job Description:Co-ordinating with Branches, sub-brokers, franchises for the business development.Establishing new avenues for the business development.Preparing MIS' with respect to business across channels, branches, sub-brokersfranchises, etc.Co-ordinating with Asset Management Companies for Fund/Scheme updates.Execution of Mutual Fund trades on BSE...


  • Mumbai, Maharashtra, India Five Fivers Technologies Pvt Ltd Full time ₹ 4,20,000 per year

    PROSPERi5 is a next-generation, multi-asset wealth platform catering to individual investors and financial advisors. Our ecosystem offers a wide range of financial solutions including Mutual Funds, AIFs, PMS, Multi-Asset Broking, Insurance, Loans, Fixed Income Instruments, and innovative new-age investment products – all delivered through a seamless,...


  • Mumbai, Maharashtra, India Canara Robeco Mutual Fund Full time ₹ 8,00,000 - ₹ 24,00,000 per year

    About the jobDesignation - Senior Manager Private BankingExperience - 5+ yearsLocation - MumbaiJob RoleGenerate Sales through banking and private wealth channelContact and follow up with new and prospective clients and set up new business opportunitiesConvert prospects into customers by show-casing appropriate products to the prospects matching their...

  • Product Manager

    2 weeks ago


    Navi Mumbai, Maharashtra, India, Maharashtra ICICIDirect Full time

    Job Responsibilities:- Revenue Management; Responsible for ensuring the revenue targets through Online and digital marketing are achieved, shared responsibility of overall MF revenue targets along with segments - Business Analytics; Responsible for analysing internal and external trends in Mutual Funds industry & provide recommendations. Identifying...


  • Mumbai, Maharashtra, India SaShr Consultants Full time

    Company DescriptionWe are hiring for one of the top 5 mutual funds company (by AUM size).Job locationMumbai, Kolkata, ChennaiRole DescriptionThis is a full-time role for Relationship Managers/Senior RMs- Mutual Fund Institutional Sales. The person will be responsible for driving institutional sales, developing and executing sales strategies, and managing...

  • Manager - Dealer

    2 days ago


    Mumbai, Maharashtra, India PPFAS Mutual Fund Full time

    Job Title - Manager - DealerLocation - Mumbai (Andheri)Job Description Roles & Responsibilities:We are seeking for a candidate who will act as dealer for both equities and fixed income. Your roles and responsibilities include:Dealing in Equity, Derivatives and Currency Segment.Dealing in Foreign Securities through e-mail/Bloomberg System.Monitor price of...


  • Mumbai, Maharashtra, India, Maharashtra Canara Robeco Mutual Fund Full time

    About the jobDesignation - Senior Manager Private BankingExperience - 5+ yearsLocation - MumbaiJob Role Generate Sales through banking and private wealth channelContact and follow up with new and prospective clients and set up new business opportunitiesConvert prospects into customers by show-casing appropriate products to the prospects matching their...

  • Relationship Manager

    2 weeks ago


    Mumbai, Maharashtra, India, Maharashtra Mirae Asset Mutual Fund Full time

    JOB ROLE: • The primary responsibility is to manage institutional sales for Mirae Asset in the assigned territory. JOB RESPONSIBILITIES: • To service the existing Clients & acquire and handle new corporates / institutions • Develop and maintain relationship with all clients and channel partners • Increasing the market share & brand recall of Mirae...