Affluent Relationship Manager- Mutual Fund Asset Management Company

Hiring: Relationship Manager Customer Engagement Channel (CEC RM)

Locations: Mumbai | Pune | Gujarat

Experience: Minimum 3 years

CTC : up to 18L

Industry: Wealth Management / AMC / Mutual Funds

Role & Responsibilities

Manage and grow relationships with existing HNI & 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 including Mutual Funds, PMS, AIFs, and alternative investment strategies, with customized solutions aligned with client requirements.

Engage in high-impact Family Office and UHNI 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.

Key Skills .