Relationship Manager HNI Mutual Funds

Relationship Manager Customer Engagement (CEC)

Location: Bengaluru
Experience: 58 Years (7+ years preferred)
CTC: 9–12 LPA
Employment Type: Full Time, Permanent
Industry: Asset Management / Mutual Funds / Financial Services
Department: BFSI, Investments & Trading
Education: Bachelor’s Degree
Openings: 5

Job Summary

We are hiring an experienced Relationship Manager – Customer Engagement with strong exposure to Mutual Funds and HNI/UHNI client management. The role involves managing existing customer relationships, acquiring new clients, providing investment guidance, and driving revenue through appropriate investment products.

Key Responsibilities

• Manage and strengthen relationships with Retail, HNI and UHNI clients.
• Upsell and cross-sell Mutual Fund and investment products to assigned customers.
• Acquire new clients through referrals and relationship-building activities.
• Understand customer profiles, financial objectives and investment requirements.
• Provide suitable investment planning and advisory solutions.
• Achieve assigned sales, AUM and revenue targets across the product mix.
• Enhance and upgrade existing client relationships and portfolio value.
• Ensure high standards of customer service and client retention.
• Act as the single point of contact for assigned customers.
• Maintain strong knowledge of Mutual Funds, Equity, Debt and other investment products.

Candidate Requirements

• 7–8 years of experience, with 7+ years preferred for this position.
• Strong experience in Mutual Fund sales/advisory and HNI/UHNI relationship management.
• Experience in client acquisition, portfolio servicing, upselling and cross-selling.
• Good understanding of Mutual Funds, Equity, Debt, SIPs and investment products.
• Strong communication, relationship management and sales skills.
• NISM Series V-A certification preferred.
• Candidates from AMC, Wealth Management, Private Banking, Broking/Securities or Investment Advisory backgrounds will be preferred.

Key Skills

Mutual Funds | HNI | UHNI | NRI | Wealth Management | Relationship Management | Investment Advisory | Investment Planning | Equity | Debt | SIP | NISM | AUM | Client Acquisition | Client Servicing | Cross-Selling | Upselling

Note: Candidates should be comfortable working from Bengaluru.