Relationship Manager

Job Responsibilities

• Drive Mutual Fund sales through Lumpsum and SIP investments.
• Grow Net AUM and acquire new clients.
• Generate business through PMS, AIF, Bonds, and other wealth products.
• Manage and strengthen long-term client relationships.
• Conduct portfolio reviews and provide suitable investment solutions.
• Identify cross-selling and upselling opportunities.
• Achieve assigned AUM, revenue, SIP, and client acquisition targets.

Candidate Profile

• Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
• Strong knowledge of investment products and financial markets.
• Excellent communication, sales, and relationship management skills.
• NISM certification preferred.
• Target-oriented with a proven ability to generate AUM and revenue.