Relationship Manager

A D Naik Wealth is one of India's top mutual fund distributors, specializing in wealth creation

and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three

decades, the company has served over 18,000 satisfied clients across 217 cities and 25

countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation,

and exceptional client service.

Role Overview

 Scheduling client meetings daily for sales, attending phone calls, dealing with client

queries, processing transactions.

 Tele-sales by identifying the client's needs and suggesting the product available.

 Executing the transactions as requested by clients/ Growth Managers and completing

the same within TAT.

 Providing troubleshooting assistance for Transactions, portfolios, and relevant problems

 Providing data and analysis to help the sales team.

 Responding to clients and Prospects queries.

 Manage sales tracking tools, ERP, and CRM systems and report on important

information

 Liaise with the growth managers to develop specific sales strategies

 Stay up to date with all Mutual funds and Insurance products

 Helping the sales team with the presentation and joint calls.