Relationship Manager - Mutual fund & Insurance
This is a permanent onsite role at Linac Finserv pvt. ltd. in Gurugram focusing on wealth and investment sales. The incumbent will acquire new clients, maintain existing relationships, and provide financial advisory on mutual fund and insurance products. Candidates require 2-3 years of experience in financial advisory or mutual fund sales and must be familiar with regulatory compliances like SEBI and AMFI.
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Experience
2-3 years
Function
Sales
Work mode
Onsite, India
Company
Tier 2
What you will work on
This is a permanent onsite role at Linac Finserv pvt. ltd. in Gurugram focusing on wealth and investment sales. The incumbent will acquire new clients, maintain existing relationships, and provide financial advisory on mutual fund and insurance products. Candidates require 2-3 years of experience in financial advisory or mutual fund sales and must be familiar with regulatory compliances like SEBI and AMFI.
TAL's take
Solid tier-2 role with clearly defined responsibilities in financial services, though the company brand is not widely recognized.
Crisp JD with clear title, scope, and specific financial domain requirements.
Must haves
- 2-3 years experience in mutual fund sales, wealth management, or financial advisory
- Strong understanding of mutual funds, equity markets, and investment products
- Awareness of SEBI, AMFI, IRDA and other compliances
- Familiarity with MS Office and CRM tools
Tools and skills
Nice to have: financial market certification, wealth management certification.
About the company
unfamiliar company, default mid-tier