Mutual Fund Executive / Relationship Manager

Overview

The Mutual Fund Executive plays a pivotal role in expanding mutual fund sales by acquiring new investors through the Muthoot Finance branches, nurturing client relationships, and meeting investment objectives while adhering to compliance standards.

Responsibilities

• Actively promote and sell mutual fund schemes to both prospective and existing clientele.
• Source leads via customer referrals, marketing campaigns, and direct customer engagement.
• Clearly communicate details about various investment avenues including Systematic Investment Plans (SIPs), lump-sum contributions, and strategies for portfolio diversification.
• Organize investor education sessions and participate in promotional activities to increase awareness.
• Maintain consistent client contact to encourage further investments and renewals.
• Achieve defined monthly targets related to SIP sales, Assets Under Management (AUM), and revenue generation.
• Collaborate with branch personnel and business associates to grow mutual fund business volumes.
• Ensure strict adherence to all regulatory requirements and company policies.

Qualifications and Experience

• A graduate in any field; preference given to those holding an MBA or postgraduate degree in Finance.
• Possession of NISM Series V-A Mutual Fund Distributors Certification is preferred; candidates without certification are also encouraged to apply.
• Between 1 to 3 years of relevant experience in mutual funds, financial services, banking, NBFCs, insurance, or sales roles in related sectors.
• Fresh candidates demonstrating strong sales skills are welcome to apply.