Relationship Manager (Mutual Fund)

DV Insurance Broking Private Limited

Bhawanipur, Kolkata/Calcutta

₹16,000 - ₹34,000 monthly*

Fixed

16000 - ₹32000

Average Incentives*

2,000

Earning Potential

34,000

You can earn more incentive if you perform well

Work from Office

Full Time

Min. 6 months

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

84 applicants

Job Description

Designation: Relationship manager (Mutual Fund)

Salary : 15,000.00 – 30,000.00 + Incentive

Location: Bhowanipore (Field-work)

Skill :

· Ability to build and maintain strong associate relationships.

· Educate and inform associates about the insurance policies.

· Identify potential opportunities and inform the sales team to follow up.

· Meeting sales associates every day

· Recruitment & growing of sales team.

Responsibilities :

  • Point of Sale associate(POSP) recruitment.
  • Provide agents with sales tools, marketing materials, and ongoing support to help them achieve their sales targets.
  • Ensure agents have a deep understanding of our insurance products and their benefits.
  • Monitor agent performance against established KPIs and provide regular feedback.
  • Ensure agents are adhering to all company policies, procedures, and regulatory requirements.
  • Stay updated on industry trends and regulatory changes to provide accurate information to agents and clients.
  • Field work.

Job Type: Full-time

Requirements:

  • Must have an experience in NISM support.
  • Must have an experience in mutual fund, SIP, asset management, Demat account handling.
  • Must have ARN number and EUIN number.

Pay: ₹15,000.00 - ₹30,000.00 per month

Job role

Work location

43/2B, Suhasini Ganguly Sarani, Bhowanipore, Kolkata, West Bengal 700025 Bhawanipur, Kolkata/Calcutta

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 6 months

Education

Graduate

Past role/category experience

Investment Banking, Private Equity & VC, Trading, Asset & Wealth Management

Skills

Convincing skills, Mutual funds, Target achievement

English level

Basic English

Gender

Any gender

About company

Name

DV Insurance Broking Private Limited

Address

43/2B, Suhasini Ganguly Sarani, Bhowanipore, Kolkata, West Bengal 700025 Bhawanipur, Kolkata/Calcutta

Job posted by DV Insurance Broking Private Limited

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