Wealth Manager/Relationship Manager

Role & responsibilities

• Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans)
• Ensure consistent growth in Net AUM (Assets Under Management)
• Acquire new SIP registrations and maintain existing investor relationships
• Generate revenue through PMS, AIF, Bonds, and other wealth products
• Conduct portfolio reviews aligned with clients financial goals
• Build and maintain long-term client relationships through advisory services
• Schedule and conduct client meetings for portfolio discussions and business growth
• Identify cross-selling and upselling opportunities within the client portfolio
• Preferred Candidate Profile:
• Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services Strong understanding of investment products and financial markets
• Excellent communication, relationship management, and sales skills
• NISM certification preferred
• Ability to achieve revenue and AUM growth targets

Interested candidate can share their profile on WhatsApp - 7290012314