Mutual Fund Executive / Relationship Manager
Core
Promoting and selling mutual fund products to acquire new investors and maintain client relationships while achieving investment targets.
Role type
Mutual Fund Executive / Relationship Manager
Builds
Mutual fund business (SIPs, lump-sum investments, portfolio diversification)
Domain
Financial Services / Mutual Funds
Deliverable
client delivery
Required skills
sales, lead generation, investor education, client relationship management, regulatory compliance, target achievement
Preferred skills
MBA/Finance background, NISM Series V-A certification, experience in banking/insurance/NBFC
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