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Relationship Manager Wealth Management / Mutual Fund Sales

RightMatch HR Services Pvt. Ltd. Verified employer

Actively hiring · Posted 7d ago · JEV261071D472894D

SalarySalary not disclosed
Experience5–10 yrs
LocationJalgaon, Pune, Maharashtra
Work modeRemote · Full time
Openings1
IndustryFinancial Services

Job description

Hello,I am Jasmeet Kaur from Right Match HR Services Pvt. Ltd. We are India's Leading Executive Search firm specializing in Executive Search for Middle and Senior Management Professionals.I am writing to you with regard to a Relationship Manager - CEC opportunity with a Leading Asset Management Firm for Pune & Jalgaon locations.Role - Relationship ManagerLocation - Pune & JalgaonQualification - Any GraduateResponsibilities

Manage and grow HNI/UHNI client relationships through tailored investment solutions.

Acquire new clients through networking, referrals, and market engagement.

Drive AUM and revenue growth through effective product mix.

Advise clients across Mutual Funds, PMS, AIFs, and alternate investments.

Engage with HNI/UHNI and family-office clients for long-term wealth solutions.

Drive client decisions through market insights and strategic advisory.

TraitsResult-oriented, positive, service-oriented, enthusiastic, strong relationship builder, and effective cross-functional communicator.If you think you fit the bill, please share your updated resume with your contact details at [hidden] or connect at +91 hidden_mobile.Regards,Jasmeet Kaur

Key skills

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