Mutual Fund Advisor

10 hours 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

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