Relationship Manager/Dealer/Telecaller-Equity MF Acquisition

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Published 1 month ago by Confidential
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Relationship Manager / Dealer / Telecaller – Equity Mutual Fund Acquisition

Nuvama Wealth is looking for dynamic and result-oriented professionals for the position of Relationship Manager / Dealer / Telecaller to join our growing team.

The ideal candidate will be responsible for the acquisition of equity accounts, mutual fund sales, and client engagement via calls and relationship management. This is an exciting opportunity to be part of a leading wealth management brand and grow with an excellent career path.



Key Responsibilities:
• Acquisition of new clients for equity and mutual fund investments.
• Promote and sell mutual funds and other investment products.
• Handle inbound and outbound calls to generate leads and close sales.
• Maintain strong client relationships and offer suitable investment solutions.
• Ensure adherence to compliance and regulatory guidelines.



Requirements:
• Minimum 1 year of experience in broking, wealth management, or financial sales preferred (Freshers with strong communication skills may also apply).
• Knowledge of equity markets and mutual fund products.
• Good communication and interpersonal skills.
• NISM certifications (Series VII VA) preferred.

What We Offer:
• Attractive Salary Package
• Performance-Based Incentives
• Opportunity to work with a reputed and fast-growing wealth management brand.
• Training and growth support for certifications and career development. Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Relationship Manager / Dealer / Telecaller – Equity Mutual Fund Acquisition

Nuvama Wealth is looking for dynamic and result-oriented professionals for the position of Relationship Manager / Dealer / Telecaller to join our growing team.

The ideal candidate will be responsible for the acquisition of equity accounts, mutual fund sales, and client engagement via calls and relationship management. This is an exciting opportunity to be part of a leading wealth management brand and grow with an excellent career path.



Key Responsibilities:
• Acquisition of new clients for equity and mutual fund investments.
• Promote and sell mutual funds and other investment products.
• Handle inbound and outbound calls to generate leads and close sales.
• Maintain strong client relationships and offer suitable investment solutions.
• Ensure adherence to compliance and regulatory guidelines.



Requirements:
• Minimum 1 year of experience in broking, wealth management, or financial sales preferred (Freshers with strong communication skills may also apply).
• Knowledge of equity markets and mutual fund products.
• Good communication and interpersonal skills.
• NISM certifications (Series VII VA) preferred.

What We Offer:
• Attractive Salary Package
• Performance-Based Incentives
• Opportunity to work with a reputed and fast-growing wealth management brand.
• Training and growth support for certifications and career development.
Confidential
Confidential
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