RM - Portfolio Management - AMC / Mutual Fund Company - Bangalore

We are hiring for leading Asset Management Company (AMC) - Bangalore

Designation: Relationship Manager Customer Engagement Channel

Location: Bangalore

Experience: Min 3 years of experience in Wealth Management / AMC / Mutual Fund

CTC up to 16L

Responsibilities:

• Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
• Acquire new clients through referrals, networking, and market engagement.
• Drive revenue growth by optimizing product mix and increasing client asset size.
• Represent a spectrum of products – Mutual Funds, PMS, AIFs, and alternate asset strategies – with customized solutions aligned to client mandates.
• Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
• Influence client decisions through market insights and strategic advisory rather than transactional product pitches.

How to Apply:

EMAIL: cv to [email removed] / Whatsapp CV to [phone removed]

(Or)

Call me back to [phone removed]

Thanks & Regards,

Selvi Sai

Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring

m [phone removed] |