Mutual Fund Advisor
1 week ago
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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