Investment Relationship Manager

Role & Responsibilities

• Acquire and manage retail and HNI clients by offering investment solutions.
• Promote and sell investment products such as Mutual Funds, Insurance, PMS, AIF, Fixed Deposits, and other wealth management products.
• Generate new business through self-sourcing, references, and open market activities.
• Build and maintain strong client relationships while identifying opportunities for cross-selling and upselling.
• Achieve assigned sales targets and contribute to business growth.
• This is a direct sales role where candidates are expected to acquire and develop their own client base.
• Attractive monthly incentives and travel allowance are provided based on performance.

Preferred Candidate Profile

• Experience in selling Mutual Funds and/or Insurance products is mandatory.
• Candidates with an existing client base or strong market network will be preferred.
• Must be a local candidate from the hiring location.
• Excellent communication and interpersonal skills are required.
• Prior experience in wealth management, financial services, banking, or investment advisory will be an added advantage.