Affluent Relationship Manager- Mutual Fund Asset Management Company

Hiring: Relationship Manager Customer Engagement Channel (CEC RM)

Locations: Mumbai | Pune | Gujarat
Experience: Minimum 3 years

CTC : up to 18L
Industry: Wealth Management / AMC / Mutual Funds

Role & Responsibilities

• Manage and grow relationships with existing HNI & UHNI clients by providing strategic advice and tailored investment solutions.
• Acquire new clients through referrals, networking, and market engagement.
• Drive revenue growth by optimizing product mix and increasing client asset size.
• Represent a spectrum of products including Mutual Funds, PMS, AIFs, and alternative investment strategies, with customized solutions aligned with client requirements.
• Engage in high-impact Family Office and UHNI meetings to design long-term wealth preservation and alpha-generating portfolios.
• Influence client decisions through market insights and strategic advisory rather than transactional product pitches.

Key Skills