Top Asset Management
Wealth Manager
18 days ago
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Important information
Contract type:
Permanent
Salary:
₹700,000 – ₹1,900,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
8 October 2026
What they need
Experience- 7 to 13 year(More then 6year exprience required)
Job location mumbaiAnnual offered salary ₹ 7 L acs to 17Lac
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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