Mutual Fund Relationship Manager (Bidhannagar)

Job Summary We are looking for a dynamic and client-focused sales professional with proven experience in mutual fund advisory and relationship management. The ideal candidate will be responsible for driving sales, developing investment strategies, and managing long-term client relationships by offering tailored mutual fund solutions. Key Responsibilities
- Manage a portfolio of existing clients provided by the company
- Understand clients’ financial goals, risk appetite, and investment horizon
- Design and recommend customized mutual fund investment strategies aligned with client objectives
- Ensure continuous client engagement through regular follow-ups, portfolio reviews, and performance updates
- Build solid, long-term relationships to drive client satisfaction, retention, and wallet share growth
- Identify opportunities for additional investments, cross-selling, and portfolio expansion within existing clients
- Provide proactive advisory based on market trends, fund performance, and economic developments
- Maintain high standards of service delivery and ensure compliance with regulatory requirements Pay: ₹30,000.00
- ₹50,000.00 per month Work Location: In person Apply on Kit Job: kitjob.in/job/4mae76