Relationship Manager - Mutual Funds/SIP Investments - NISM-V(A)
Stock Market Trading Asset & Wealth Management
Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs
Job Description
We are hiring for Asset Management Company
Location: Netaji Subhash Place, New Delhi
Experience: 2 years
Key Responsibilities
Onboard new clients and understand their financial goals and risk appetite.
Promote investment products such as Mutual Funds, SIPs, PMS, Bonds, and Insurance solutions.
Build and manage a sustainable SIP book with consistent inflows.
Cross-sell and upsell mutual funds and insurance products based on client needs.
Achieve monthly/quarterly AUM and revenue targets.
Conduct portfolio reviews and maintain strong client relationships.
Ensure proper KYC, documentation, and regulatory compliance.
Looking to get Placed? Try our Placement Guarantee Plan
Desired Candidate Profile
2-3 years of experience in Wealth Management / Mutual Fund Sales Financial Advisory.
Proven track record of building and managing an SIP.
Knowledge of mutual funds, insurance, and financial markets.
NISM certification preferred (Mutual Fund Distributor/Investment Advisor).
Strong communication and client relationship skills.
Skills
InsuranceIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Important dates & deadlines?
Application Deadline
19 Jul 26, 02:12 PM IST
Similar Jobs
View All
Don't Miss out any Updates
Subscribe now for the latest job alerts
and never miss an update
