Mandatory Eligibility — Please Read Before Applying
This role is strictly for candidates who have worked in sales and marketing within the mutual fund industry. If you do not have this specific experience, please do not apply. Applications without relevant mutual fund sales and marketing experience will not be considered.
About the Role
Fintegic Investments is hiring a Relationship Manager in Haldwani to drive sales, marketing, and client relationships across our mutual fund offerings. You will be responsible for acquiring new clients, growing AUM, and building long-term relationships with investors.
Key Responsibilities
- Acquire new clients and grow the existing client base for mutual fund products.
- Execute sales and marketing initiatives to drive AUM and revenue growth.
- Build and maintain strong, long-term relationships with retail and HNI investors.
- Understand client financial goals and recommend appropriate mutual fund schemes.
- Plan and run local marketing, outreach, and lead-generation activities.
- Meet assigned sales and revenue targets.
- Stay updated on market trends, fund performance, and regulatory developments.
- Maintain accurate records of client interactions and transactions.
Required Experience & Skills
- Prior experience in sales and marketing within the mutual fund industry is mandatory.
- Strong understanding of mutual fund products, schemes, and market dynamics.
- Proven track record in client acquisition, sales, and marketing.
- Excellent communication and interpersonal skills.
- Self-motivated, target-oriented, and able to work independently.
- NISM certification (or willingness to obtain) preferred.
Qualifications
- Graduate in any discipline (Finance/Commerce/Marketing preferred).
- Minimum 1–3 years of mutual fund sales and marketing experience.
What We Offer
- Competitive salary plus performance-based incentives.
- Opportunity to grow with a fast-expanding investment firm.
- Supportive and professional work environment.
Pay: From ₹50,000.00 per month
Work Location: In person
