Key Accounts Manager
Radds Capital · Mumbai · onsite · Posted 44d ago
₹5.0L - ₹7.0L PA2–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities
To manage & expand client relationships in Mutual Funds by delivering high-quality service, increasing wallet share, and driving business growth from existing & new clients.
- Build strong relationships with retail & HNI investors
- Convert leads into actionable investment opportunities
- Drive monthly SIP & lump-sum investment targets
- Conduct portfolio reviews & recommend suitable products
- Maintain CRM/MIS daily updates on client interactions
- Upsell & cross-sell Financial Products (Health & Life Insurance, Equity Broking)
- Ensure smooth onboarding, KYC, documentation & transaction support
- Coordinate with AMCs & internal teams for service delivery
- Ensure 100% compliance with SEBI/AMFI processes
Preferred candidate profile
- Female professional with 2+ yrs experience in MF distribution/advisory/BFSI
- Excellent communication & persuasion skills
- Strong product knowledge: Equity & Hybrid categories, SIP strategies, Goal-based advisory
- Good at Excel, email etiquette, client follow-ups
- AMFI/NISM V-A certified or willing to certify within 30 days
Perks and benefits
- Fixed salary + performance incentives
- Professional learning & certifications support
- Work with a fast-growing, young wealth platform
- Growth path into Sr. RM / Wealth Advisor role
Sourced from naukri
Skills
Mutual Funds SalesNISMPortfolio Management ServicesPMSSIPInvestment ProductsMutual FundsWealth ManagementHNI AcquisitionHNI SalesHNI Client Handling