AVP - Mutual Funds | Wealth Management | HNI Client Relationship
D R Share & Stock Brokers · Mohali · onsite · Posted 68d ago
About a minute. You'll make an account on the way through.
About this role
AVP - Mutual Funds | HNI Client Relationship
Location: Chandigarh
Experience: 4 - 10 Years
Salary: 45,000 - 75,000/month + Quarterly Incentives
About Us
34+ Years | 4,286+ Clients | 9+ Countries | 64+ Cities
Highest SIP Book across 5 States
We are looking for an experienced AVP, Mutual Funds, to manage and strengthen relationships with our HNI & affluent clients.
AMC Experience Mandatory
Only candidates with prior experience in an Asset Management Company (AMC) / Mutual Fund industry will be considered for this role.
Mandatory Requirements
- 4-10 years of AMC / Mutual Fund experience
- Strong Mutual Fund knowledge
- NISM Certification Cleared
- Graduate qualification
- Excellent professional English communication
- Proven HNI / affluent client-handling experience
Role Highlights
- 100% Office-Based
- No Cold Calling / No Client Acquisition
- Existing HNI Clients Provided
- 100% Virtual / Zoom Client Meetings
- Mutual Fund Portfolio Reviews & Investment Solutions
- SIP | STP | SWP | Lump Sum
- AI-Driven Systems & Automated Workflows
- Direct Exposure to Senior Management
- Long-Term Career Growth
Working Hours
MondayFriday: 8:50 AM–5:30 PM
Saturday: 10:00 AM–5:00 PM
2nd or 4th Saturday Off
How to Apply
Email: [email removed]
Call / WhatsApp: [phone removed]
Immediate Joiners Preferred | Notice Period Candidates Considered
Sourced from naukri