Job description

Job Title : Sales RM (Mutual fund)

Experience: 2+ years

Location: PAN India

Key Responsibilities:

• Manage client and distributor relationships through physical meetings and online interactions
• Handle client and distributor queries through phone calls and emails
• Resolve client escalations by coordinating with internal teams
• Conduct regular portfolio reviews and track performance and numbers
• Prepare and maintain Sales MIS and related reports
• Perform accurate data entry and portfolio updates
• Support product onboarding and ensure completion of required documentation
• Conduct client calls and online meetings for product updates
• Prepare and deliver distributor presentations
• Conduct client/distributor connect programs to strengthen engagement
• Analyse competition activity and share market insights
• Support people management and internal coordination activities
• Record daily meetings in the CRM system on a regular basis.

Job Requirements:

Qualification & Experience

Qualification

• Graduate in Business Administration, Commerce, Finance, Marketing, or related field
• Postgraduate qualification preferred but not mandatory.

 Experience

• 2-5 years of experience in relationship management, sales support, or distribution management
• Experience in client-facing roles, portfolio handling, or MIS reporting
• Exposure to product onboarding, client servicing, or distributor management preferred

Functional / Technical Skills

• Client and distributor relationship management
• Portfolio performance tracking and Sales MIS
• Query handling, escalations, and documentation
• Product onboarding, client calls, and presentations