Relationship Manager - Mutual Fund & Insurance
Internshala
About the job
Role Overview:Looking for a motivated professional to manage client relationships, business development, promote mutual fund and insurance products, and ensure smooth investment servicing. Key Responsibilities:Client engagement, queries handling and troubleshooting and etc. Mutual fund transaction handling- Purchases, redemption, switch, SIP etc.Recommend suitable MF schemes, SIP and insurance solutions to clients Business development activities for new clients acquisitionProvide support to sales and management teams Requirements:Graduate / Postgraduate (Finance/Commerce preferred)Prior experience in mutual funds, banking or financial advisory will be an added advantageAMFI/NISM V-A certified will be an added advantageGood communication & Excel skills Join a trusted, growth-oriented financial services firm! Growth-driven, ethical & professional work environment Apply Now: headops@linacfinserv.com
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
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