Mutual Fund Specialist
MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Job Description
Relationship Manager | Mutual Funds Location: Mumbai | Delhi/NCR | Ahmedabad | Hyderabad | Pune CTC: Up to ₹7 LPA We are hiring enthusiastic Relationship Managers to drive Mutual Fund distribution through IFA/MFD networks and build strong investor relationships. Key Responsibilities • Develop and manage relationships with IFAs, MFDs, and retail investors. • Promote Mutual Fund products and drive SIP acquisitions. • Generate leads through meetings, calls, events, and referrals. • Track sales pipeline, maintain MIS, and update CRM regularly. • Stay updated on Mutual Fund products and market trends. Eligibility • MBA (Finance/Marketing) preferred or Graduate with relevant experience. • 1 to 3 years of experience in Mutual Funds, Banking, Wealth Management, Financial Services, or Sales. • Basic knowledge of Mutual Fund products and capital markets. • AMFI/NISM Series V-A certification preferred (or willingness to obtain). • Good communication, relationship-building, and presentation skills.