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Relationship Manager – Mutual Funds
Neuraleap Technology Group
Bengaluru / Bangalore | Belgaum / Belagavi
Not Disclosed
1 - 5 Years
Full Time - Permanent
Views:4
Applicants:0
Posted on 26 Aug, 2026
In Office
Job Description | Responsibilities
- Build and maintain relationships with retail, HNI, and UHNI clients
- Promote Mutual Funds, SIPs, and other investment products
- Generate leads, conduct follow-ups, and achieve sales targets
- Understand client goals and risk profiles to recommend suitable investments
- Provide ongoing client servicing, portfolio support, and market updates
Overview
- Industry - ITES / BPO / KPO / OUTSOURCING / CUSTOMER SERVICE / CALL CENTER / OPERATIONS
- Job Role - Relationship Manager – Mutual Funds
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Mutual Funds
SIP
Wealth Management
Client Relationship
Investment Sales
HNI Clients
Lead Generation
Financial Advisory
AMC Sales