Relationship Manager Wealth Management / Mutual Fund Sales
RightMatch HR Services Pvt. Ltd. Verified employer
Actively hiring · Posted 7d ago · JEV261071D472894D
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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