Relationship Manager – Mutual Fund Sales

1 week ago

Bhawanipore Kolkata West Bengal, India Dv Insurance Broking Pvt Full time ₹ 1,50,000 - ₹ 3,00,000 per year

Relationship Manager – Mutual Fund Sales

Location: Bhawanipur (Kolkata

Department: Sales | Industry: Financial Services / Investment Advisory

Experience: 06-Months to 3 Years

Employment Type: Full-time

About the Role:

We are looking for a dynamic and client-focused Relationship Manager to drive Mutual Fund Sales and investment solutions. The ideal candidate must possess strong knowledge of Mutual Funds, SIPs, Debt Funds, and Investment Planning with a passion for achieving targets and helping clients grow their wealth.

Skills & Competencies:

  • Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
  • Excellent communication, presentation, and negotiation skills.
  • Proven track record in Sales / Relationship Management in the BFSI sector.
  • Ability to explain financial products and investment returns clearly.
  • Result-oriented with a client-first approach.

Qualifications:

  • Graduate in Finance, Commerce, Business, or Economics.
  • NISM Mutual Fund Certification preferred.
  • Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Skills & Competencies:

  • Strong knowledge of Mutual Funds, SIPs, and Debt Funds.
  • Excellent communication, presentation, and negotiation skills.
  • Proven track record in Sales / Relationship Management in the BFSI sector.
  • Ability to explain financial products and investment returns clearly.
  • Result-oriented with a client-first approach.

Qualifications:

  • Graduate in Finance, Commerce, Business, or Economics.
  • NISM Mutual Fund Certification preferred.
  • Experience in Mutual Fund Distribution, AMC, or Financial Advisory will be an advantage.

Compensation:

  • Competitive Salary + Performance-based Incentives
  • Opportunity for career growth in the Financial Services domain.

Why Join Us:

  • Work with a growing and dynamic financial organization.
  • Get exposure to diverse mutual fund products and investment portfolios.
  • Enjoy a performance-driven, rewarding career path.

DV INSURANCE BROKING PVT. LTD. company specializes in insurance and pension funding services, acting as a broker to help clients find suitable insurance policies. Located at 43/2B Suhasini Ganguly Sarani, Bhowanipur, Kolkata

Job Types: Full-time, Fresher

Pay: Up to ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Commuter assistance

Work Location: In person

Expected Start Date: 10/11/2025

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