Jobs / Banking, Insurance, Finance / Job #1741

Relationship Manager - Mutual Fund

AVK Educare International
Gujarat, India Permanent Rs. 3,60,000 - 4,20,000

Job Description

Posted September 15, 2026
We are recruiting "Relationship Manager - Mutual Fund" for our client in Gujarat.

Job Title:

Relationship Manager – Mutual Fund (Field Role)
Location: Vadodara
Experience Required: 1 to 2 years
Salary: ?30,000 – ?35,000 CTC per month
Qualification: Any Graduate

Job Summary

We are looking for a dynamic and target -driven Relationship Executive to promote and sell mutual
fund products in a field -based role. The candidate will be responsible for client acquisition,
relationship management, and driving investment business.

Key Responsibilities
• Acquire new clients through field visits, references, networking, and distributor channels
• Promote and sell mutual fund investment products
• Understand client needs and recommend suitable investment options
• Build and maintain strong client relationships
• Achieve sales targets through direct and distributor sales of mutual funds
• Conduct meetings, follow -ups, and ensure compliance with documentation
• Provide after -sales service and portfolio updates to clients .

Requirements

• Graduate in any discipline
• 1.5 years of experience in mutual funds, insurance or financial services
• Good communication and interpersonal skills
• Willingness to travel and work in a field -based role
• Basic knowledge of financial products and markets

Skills

• Sales & negotiation skills
• Relationship management
• Client handling
• Goal -oriented mindset
Apply Now