Relationship Manager – Mutual Funds & Insurance
Company: Fortune FPS
Location: Palarivattom, Kochi, Kerala
Job Type: Full-time
Experience: 1–5 years preferred
Age: 22-33 yrs
Timing: 9 am to 6 pm
Job Description
Fortune FPS is looking for a motivated and customer-focused Relationship Manager (RM) to join our growing financial services team.
The Relationship Manager will be responsible for servicing existing clients, developing new client relationships, generating business in Mutual Funds and General Insurance, and ensuring regular follow-up with clients and prospects.
This is an excellent opportunity for someone who wants to build a long-term career in Financial Services and Relationship Management.
Key ResponsibilitiesClient Relationship Management
- Manage and maintain relationships with existing clients.
- Understand clients' requirements and provide appropriate service support.
- Regularly communicate with clients through telephone, WhatsApp and personal meetings.
- Handle client queries and coordinate with the office for timely resolution.
- Ensure high-quality service and long-term client retention.
Mutual Fund Business
- Service existing Mutual Fund clients.
- Follow up on SIPs, investments, redemptions, switches and other transactions.
- Identify opportunities for additional investments and SIP growth.
- Generate new Mutual Fund clients through references, leads and networking.
- Assist clients with portfolio-related service and follow-up.
- Develop long-term relationships with Mutual Fund investors.
General Insurance Business
- Service existing Health, Motor and other General Insurance clients.
- Monitor policy renewal dates and conduct timely follow-ups.
- Generate new insurance business from existing and new clients.
- Identify cross-selling opportunities.
- Coordinate quotations, documentation, policy processing and other service requirements.
- Assist clients with claim-related coordination and service requirements.
New Business Development
- Generate new clients through:
- Existing client references
- Telephone calls
- Leads
- Personal networking
- Local business contacts
- Professional networks
- Digital enquiries
- Develop and maintain a healthy prospect pipeline.
- Follow up consistently and convert prospects into clients.
- Achieve mutually agreed business and activity targets.
CRM & Reporting
- Maintain accurate client and prospect information.
- Update CRM/software regularly.
- Maintain daily call and follow-up records.
- Track pending requirements and renewals.
- Submit periodic activity and business reports.
Candidate Profile
We are looking for candidates who have:
- Excellent communication and interpersonal skills.
- Good telephone and customer-handling skills.
- Strong follow-up ability.
- Positive attitude and willingness to learn.
- Interest in Mutual Funds, Insurance and Financial Services.
- Ability to build long-term customer relationships.
- Basic computer knowledge.
- Ability to use WhatsApp, email and CRM/software applications.
- A professional and customer-oriented approach.
- Willingness to work towards business goals.
Qualification
Graduate in any discipline: B.Com/Post Graduate/BBA/MBA /B Tech in any discipline
Candidates with experience in Mutual Funds, Insurance, Banking, NBFC, Broking, Financial Services, Relationship Management or Sales will be preferred.
Fresh graduates with excellent communication skills and a strong interest in financial services may also be considered.
Preferred Certifications
Certification is an advantage, but candidates with the right attitude and aptitude may also be considered.
Training & Development
Selected candidates will receive structured training in:
- Mutual Fund fundamentals
- SIP and Lump-sum investments
- Equity, Debt and Hybrid Mutual Funds
- General Insurance
- Health Insurance
- Motor Insurance
- Insurance renewals
- Client servicing
- Lead generation
- Sales and communication skills
- CRM and office systems
- Professional and regulatory practices
Salary & Incentives
Salary: Competitive salary based on qualification and experience.
Incentives: Attractive performance-based incentives linked to eligible business generation and new client acquisition.
The position offers an opportunity to increase earnings through performance and business contribution.
Career Growth
Fortune FPS is looking for candidates interested in a long-term career rather than a short-term sales position.
High-performing candidates can progressively take on greater responsibilities such as:
Relationship Manager → Senior RM → Senior Business Development/Relationship Role → Team Leadership Responsibilities
Career progression will be based on performance, client servicing quality, business development and professional conduct.
Why Join Fortune FPS?
- Opportunity to build a career in the growing Financial Services sector.
- Exposure to both Mutual Funds and General Insurance.
- Structured training and continuous learning.
- Existing client base and business ecosystem.
- Performance-based incentive opportunities.
- Opportunity for long-term career growth.
- Professional and customer-focused working environment.
Apply Now
If you are confident, energetic, customer-oriented and interested in building a career in Mutual Funds, Insurance and Financial Services, we invite you to apply for the position of Relationship Manager – Fortune FPS.
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
