West Bengal Relationship manager – mutual fund distribution Jobs – 8 Open Jobs Today

Relationship Manager – Mutual Fund Distribution
PRABIN AGARWAL EMPOWERING INVESTORS —Shiliguri, West Bengal
- ₹35,000 - ₹45,000 a month
- Full-time
- CRM software
- Microsoft Excel
- English
Quick apply
Relationship Manager – Mutual Fund Distribution
PRABIN AGARWAL EMPOWERING INVESTMENTS —Shiliguri, West Bengal
- ₹35,000 - ₹45,000 a month
- Full-time
- CRM software
- Microsoft Excel
- English
Quick apply
Relationship Manager - SIliguri
Aditya Birla Group —West Bengal
- Management
Relationship Manager - Direct HNI
Aditya Birla Group —West Bengal
- Management
Area Manager - IMF & New Growth Initiatives
AxisMaxlife —West Bengal
- Part-time
- Sales
- Bachelor's degree
- Communication skills
- Flexible schedule
Senior Executive - Back office
PRABIN AGARWAL EMPOWERING INVESTMENTS —Shiliguri, West Bengal
- ₹40,000 - ₹50,000 a month
- Full-time
- Microsoft Excel
- English
- Business development
- Paid time off
Quick apply
3d
Rural Unit Head – Business Development (B2B Sales)
JRL Capital Pvt. Ltd. —Kolkata, West Bengal
- ₹50,000 - ₹70,000 a month
- Full-time
- Sales
- Business development
- Travel
Quick apply
Mutual Fund Advisor (Sales)
Dv Insurance Broking Pvt.Ltd —Bhawanipore, Kolkata, West Bengal
- Up to ₹15,000 a month
- Full-time
- Sales
- Bachelor's degree
- In-person
- Commuter assistance
- Health insurance
Quick apply

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Relationship Manager – Mutual Fund Distribution

PRABIN AGARWAL EMPOWERING INVESTORS
Shiliguri, West Bengal

Quick apply

Job details

Full-time
₹35,000 - ₹45,000 a month

Qualifications

CRM software
Microsoft Excel
Bengali
English
Sales
Business development
Bachelor's degree
Financial services
Hindi
Communication skills
Banking

Full job description

Relationship Manager – Mutual Fund DistributionAbout the Company

Prabin Agarwal — Empowering Investors is an AMFI-registered Mutual Fund Distributor based in Siliguri.

We have been serving investors for over two decades with a strong focus on long-term relationships, investor education, timely service and disciplined investing.

We are currently looking for an experienced and relationship-focused Relationship Manager for an office-based role in Siliguri.

Candidates with experience in banking, financial services, mutual funds, insurance, NBFCs or relationship-based client servicing/sales will be preferred.

Key Responsibilities

Manage and develop relationships with assigned existing investors.
Act as the primary point of contact for investor communication and relationship coordination.
Regularly connect with investors through calls, meetings, WhatsApp and office interactions.
Understand investor requirements and coordinate with internal teams for appropriate service support.
Explain mutual fund products, processes, documentation and digital platforms in simple language.
Follow up regarding SIPs, transactions, documentation, KYC and other investor requirements.
Maintain regular engagement with existing investors and strengthen long-term relationships.
Identify opportunities for SIP increases, additional investments and relationship expansion through meaningful investor conversations.
Generate and follow up on referrals from existing investor relationships.
Welcome and engage newly onboarded investors.
Coordinate closely with operations, back-office and senior relationship teams.
Maintain accurate records of investor conversations, meetings, follow-ups and pending actions.
Track assigned relationship and business KPIs.
Ensure timely closure of investor requirements and concerns.
Maintain complete confidentiality of investor information.
Follow the organisation's internal processes and applicable regulatory guidelines.

Candidate Requirements

Graduate in any discipline.
2–5 years of experience preferred in banking, financial services, mutual funds, insurance, NBFCs, relationship management, client servicing or client-facing sales.
Candidates currently working as Relationship Managers, Personal Bankers, Relationship Officers or similar client-facing roles are encouraged to apply.
Strong communication and relationship-building skills.
Good command of Hindi and English.
Knowledge of Bengali will be an advantage.
Comfortable interacting with investors across different age groups.
Strong follow-up and ownership mindset.
Comfortable working with relationship and business targets.
Basic working knowledge of Excel, email, CRM systems and digital platforms.
Interest in learning about mutual funds and investor servicing.
Ability to coordinate effectively with multiple internal departments.

Preferred Candidate Profile

We would especially like to meet candidates who:

Have worked in a bank branch or financial-services organisation.
Have handled an existing customer/client portfolio.
Are comfortable conducting regular customer meetings and calls.
Have experience in relationship retention and business development.
Can build trust and maintain long-term client relationships.
Are organised and disciplined with follow-ups.
Take ownership instead of waiting for instructions.
Are looking for a long-term career in relationship management.

Working Hours

Monday to Friday: 9:30 AM to 7:00 PM
Saturday: 9:30 AM to 2:30 PM
Lunch Break: 3:30 PM to 4:30 PM

Location: Siliguri
Work Mode: In-office

Immediate and early joiners will be preferred.

How to Apply

Interested candidates can share their updated CV:

WhatsApp: 9733073333
Email: [email protected]

Prabin Agarwal — Empowering Investors
AMFI-registered Mutual Fund Distributor

Pay: ₹35,000.00 - ₹45,000.00 per month

Location:

Shiliguri, West Bengal (Darjeeling District) (Required)

Work Location: In person

Quick apply

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