Client Relationship Manager – Mutual Funds

Client Relationship Manager – Mutual Funds Location: Chandigarh | On-Site Salary: ₹2.5 – ₹5.0 LPA Experience: 2–7 Years Job Type: Full-Time | Permanent About the RoleD.R. Shares & Stock Brokers is hiring an experienced Client Relationship Manager – Mutual Funds to handle existing clients and provide Mutual Fund advisory through virtual/Zoom meetings . No Cold Calling | No Field Work | Existing Clients Key ResponsibilitiesHandle existing clients and build long-term relationships. Conduct Zoom/virtual meetings for Mutual Fund advisory and investment discussions. Guide clients on Mutual Funds, SIP, STP, SWP & Lump Sum investments. Understand client requirements and coordinate with the internal advisory/operations team. Maintain regular client communication and records. Requirements 2–7 years of experience in Mutual Funds / Client Relationship / Advisory. Experience from AMC, Bank, Stock Broking, Wealth Management or Financial Services preferred. Good working knowledge of Mutual Funds and investment products . Excellent English & Hindi communication and client-handling skills. Graduate mandatory. Good computer knowledge and ability to work on Zoom, MS Office & online portals . Mature, professional and relationship-oriented approach. Preferred Candidates Professionals with client-facing Mutual Fund experience from AMCs, banks, stock broking firms or wealth management companies. Tricity Candidates Preferred – Chandigarh | Mohali | Panchkula