Relationship Manager Mutual Funds Direct Sales
Karvy Computershare Pvt Ltd
37d ago

Experience Required : 1-4 yrs

Compensation : Rupees 100000 - 250000 (Per Annum)

About Karvy

KARVY is a premier integrated financial services company, ranked amongst the top-5 in the country across the business segments that it has presence in.

The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best of Corporate India.

About Karvy Stock Broking Limited

A well-established brand name in the financial services space, with nearly three decades in financial markets, KARVY has a wide network of operations, spanning 900 offices in 400 cities across India.

Besides being the largest Registrar & Transfer agent. The group is among the Top-5 players in the country in many of its businesses, which includes retail stock broking, commodities broking, demat services and distribution.

The group also has a significant presence in wealth management & lending business. Given its data management capabilities, the group has forged into e-

governance space and has emerging in this sector.

Purpose of role

To understand customer's financial goals, advice them on investments, Buy or sell call strategy and execute trades.

Key Responsibilities

  • Responsible for selling Mutual fund Products.
  • Prospecting of customers through New client acquisition, network, data base, References and open market.
  • Ability to inspire trust and confidence in clients.
  • To engage clients in meaningful conversations about their finances and take active interest in their financial investments.
  • Ability to process several inputs provided by research team and other sources and apply them to the specific context .
  • Qualifications, Skills & Certification

    Qualifications :

    Any Post Graduate,B.A,B.B.A,B.Com,M.Com,MBA,PGDM

    Industry :

    Banking / Financial Services / Insurance

    Functional Area :

    Sales / Business Development / Client Servicing

    Functional Sub : Sales Exec. / Officer

    Technical Skills

    Product Knowledge, Market Knowledge, Good Analytical Skills

    Soft Skills

    Good Communication Skills, Excellent interpersonal skills, Excellent customer relationship management


    NISM certification will be an added advantage.

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