Mutual Fund Executive / Relationship Manager
Muthoot Capital Services · Lucknow · onsite · Posted 24d ago
Not disclosed1–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
This job is provided by apna.co Job Title: Mutual Fund Executive / Relationship Manager
Job Summary
The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring new investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines.
Key Responsibilities
Promote and sell mutual fund products to new and existing clients.
Generate leads through referrals, campaigns, and customer interactions.
Explain investment options, SIPs, lump-sum investments, and portfolio diversification.
Conduct investor awareness programs and promotional activities.
Maintain regular follow-up with clients for additional investments and renewals.
Achieve monthly SIP, AUM, and revenue targets.
Coordinate with branch staff and business partners to increase mutual fund business.
Ensure compliance with all regulatory and company policies.
Required Qualifications
Graduate in any discipline (MBA/Finance, Graduates or post graduate's fiancé preferred).
NISM Series V-A Mutual Fund Distributors Certification required / without certification can also apply
1–3 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or in any sales experience.
Freshers with strong sales aptitude may also apply.
Job Summary
The Mutual Fund Executive is responsible for promoting and selling mutual fund products, acquiring new investors with Muthoot finance branches, maintaining client relationships, and achieving investment targets while ensuring compliance with regulatory guidelines.
Key Responsibilities
Promote and sell mutual fund products to new and existing clients.
Generate leads through referrals, campaigns, and customer interactions.
Explain investment options, SIPs, lump-sum investments, and portfolio diversification.
Conduct investor awareness programs and promotional activities.
Maintain regular follow-up with clients for additional investments and renewals.
Achieve monthly SIP, AUM, and revenue targets.
Coordinate with branch staff and business partners to increase mutual fund business.
Ensure compliance with all regulatory and company policies.
Required Qualifications
Graduate in any discipline (MBA/Finance, Graduates or post graduate's fiancé preferred).
NISM Series V-A Mutual Fund Distributors Certification required / without certification can also apply
1–3 years of experience in Mutual Funds, Financial Services, Banking, NBFC, Insurance or in any sales experience.
Freshers with strong sales aptitude may also apply.
Sourced from foundit
Skills
Mutual fund productsSIPsPortfolio DiversificationNISM Series V-A Mutual Fund Distributors certification
About Muthoot Capital Services
Muthoot Capital Services
Financial Services
1.8k+
employees
1994
32 years old
Kochi/Cochin, Kerala
India
₹3.8L PA avg
Avg at Muthoot Capital Services
About
Muthoot Capital Services, a non-banking finance company, provides a range of financial products and services, addressing diverse funding needs of customers in various sectors.
Industries
Financial Services
Employee ratings
10 reviews
3.7/ 5
Culture
2.7
Career growth
2.5
Work-life
2.8
Employees rate it well for
Work-Life Balance37Overall Company37
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