Position: Relationship Manager – Mutual Fund & SIP
Company: Oceano Apex Private Limited
Location: Building no 74 DLF Phase 1 Sector 28 , Gurgaon , Haryana
Role Overview:
We are seeking a knowledgeable, experience and client-focused Relationship Manager to manage and grow our wealth management business. The ideal candidate will specialize in SIP planning, mutual funds which helps in providing investment guidance, and ensure seamless customer support through our digital platform.
Key Responsibilities:
Conduct daily sales calling with prospective new clients and identify their needs.
Build and maintain strong, long-term relationships with clients
Understand client financial goals, investment horizon, and risk appetite
Provide personalized investment advice and financial solutions
Recommend suitable mutual fund schemes based on client profiles
Promote and manage Systematic Investment Plans (SIPs) for clients
Assist clients in portfolio creation, review, and diversification
Monitor portfolio performance and suggest timely rebalancing strategies
Stay updated on market trends, economic developments, and fund performance
Handle customer queries through app, calls, emails, and other channels
Support clients in onboarding, KYC, transactions, and app usage
Resolve client issues promptly and ensure a seamless experience
Maintain high levels of customer satisfaction and client retention
Generate leads, follow up with prospects, and convert them into active clients
Minimum 2 years of experience in the mutual fund and wealth management field.
Qualifications:
Bachelor’s and Master's degrees in Finance, Commerce, Business, or related field
Mandatory certification: NISM Series V-A (Mutual Fund Distributors Certification)
Strong knowledge of mutual funds, SIPs, and financial markets(Mandatory)
Understanding of asset allocation and risk profiling
Familiarity with fintech apps / CRM tools
Skills:
Excellent communication and interpersonal skills
Client relationship management and advisory mindset
Problem-solving and customer handling ability
Sales and negotiation skills
Strong knowledge of mutual funds, SIPs, and financial markets
Job Types: Full-time, Permanent
Work Location: In person
Pay: ₹35,000.00 - ₹50,000.00 per month
Work Location: In person
