Relationship Manager - Mutual fund & Insurance

As a Relationship Manager at Linac Finserv, based in Gurgaon, India, your primary role will involve managing client relationships, driving growth in mutual funds business, and expanding the insurance vertical. Your responsibilities will include cross-selling financial products, understanding client needs, creating customized solutions, and ensuring compliance with regulatory requirements. Your success will be measured by maintaining strong client relationships and achieving sales targets. Key Responsibilities: - Sales & Business Development: - Client Relationship Management • Financial Advisory & Planning • Operational & Compliance Support Qualifications Required: - Graduation or Post-graduation in Finance, Commerce, or related field • Good knowledge of mutual funds, financial planning, wealth management, insurance, and other financial instruments • 1-2 years of experience in financial product sales preferred; freshers with strong subject knowledge will also be considered • Strong communication and relationship-building skills • Experience in client acquisition, portfolio management, or financial advisory is beneficial • Proactive mindset, result-oriented approach, and ability to meet sales targets • NISM / IRDA certification will be an added advantage In addition to the above role-specific details, Linac Finserv, established in 2008, is a reputable financial solutions partner offering mutual funds, insurance, and investment solutions. With a focus on creating personalized strategies for over 500 diverse clients, the company is dedicated to guiding individuals towards financial success. As a Relationship Manager at Linac Finserv, based in Gurgaon, India, your primary role will involve managing client relationships, driving growth in mutual funds business, and expanding the insurance vertical. Your responsibilities will include cross-selling financial products, understanding client needs, creating customized solutions, and ensuring compliance with regulatory requirements. Your success will be measured by maintaining strong client relationships and achieving sales targets. Key Responsibilities: - Sales & Business Development: - Client Relationship Management • Financial Advisory & Planning • Operational & Compliance Support Qualifications Required: - Graduation or Post-graduation in Finance, Commerce, or related field • Good knowledge of mutual funds, financial planning, wealth management, insurance, and other financial instruments • 1-2 years of experience in financial product sales preferred; freshers with strong subject knowledge will also be considered • Strong communication and relationship-building skills • Experience in client acquisition, portfolio management, or financial advisory is beneficial • Proactive mindset, result-oriented approach, and ability to meet sales targets • NISM / IRDA certification will be an added advantage In addition to the above role-specific details, Linac Finserv, established in 2008, is a reputable financial solutions partner offering mutual funds, insurance, and investment solutions. With a focus on creating personalized strategies for over 500 diverse clients, the company is dedicated to guiding individuals towards financial success.