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Wealth Manager
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹500,000 – ₹1,200,000 / year
Location:
Pune, Maharashtra, India
Work mode:
Onsite
Published on:
19 September 2026
What they need
Experience- 5 to 11
Job location Pune Annual offered salary ₹ 5 L acs to 12Lac
Job description
Relationship Manager
Responsibilities:-
- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds
Preferred candidate profile
well experienced with mutual funds, managing portfolios , HNI clients
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