Mutual Fund Relationship Manager

Posted 7 Hours Ago
Be an Early Applicant
Patna, Bihar, IND
In-Office
300K-360K Annually
Entry level
Insurance • Financial Services
The Role
Drive mutual fund sales, manage and grow client relationships, identify new business opportunities, monitor market trends and regulations, collaborate with internal teams, and achieve individual and team sales targets.
Summary Generated by Built In

Job Title: Mutual Fund Relationship Manager (MF RM) 

 

Company: Shri Ashutosh Securities Pvt. Ltd.

 

Location: Patna, Bihar

 

About Us: 

Shri Ashutosh Securities Pvt. Ltd. is a leading Mutual Fund Distributor in East India, managing one of the industry's largest sizes with a client base of over 7000.

 

Position Overview: 

 

We're hiring MF Relationship Managers in Patna to drive sales, manage client relationships, and contribute to our continued growth.

 









Requirements

Responsibilities: 

1. Conduct mutual fund sales to existing and potential clients.

2. Manage and nurture client relationships.

3. Identify new business opportunities for expanding our client base.

4. Stay informed about market trends and industry regulations.

5. Collaborate with internal teams for comprehensive client solutions.

6. Achieve individual and team sales targets.

 

 

Qualifications: 

Proven sales experience, with a focus on mutual fund or insurance products.

Knowledge of mutual fund industry regulations and market trends.

Excellent communication and interpersonal skills.

Results-driven with a record of meeting/exceeding sales targets.



Benefits

Compensation: 

Annual CTC - 3 lacs to 3.60 lacs + Incentives. 



Skills Required

  • Proven sales experience, preferably focused on mutual fund or insurance products
  • Knowledge of mutual fund industry regulations and market trends
  • Excellent communication and interpersonal skills
  • Results-driven record of meeting or exceeding sales targets
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The Company
80 Employees
Year Founded: 1992

What We Do

Shivam Stock Broking Company is an India-based financial-services provider and authorised regional business partner of Mirae Asset Sharekhan. It facilitates stock and commodities trading and supports clients with mutual funds, insurance, tax planning, wealth management, and broader financial planning. Founded in the early 1990s, the company operates from Patna and serves investors through a regional branch and franchise network across Bihar.

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