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Relationship Manager Wealth

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  • Posted 14 hours ago
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Early Applicant

Job Description

Hello,

I am Jyotika from Right Match HR services Pvt. We are Leading Executive Search firm specializing in Executive Search for Middle and Sr. Management Professional.

We are currently hiring for the position of Business Development (Relationship Management) with leading AMC.

Job Profile -

Work Location Mumbai all areas

Qualification - Any Graduate / Post graduate

Role: Business Development

Vertical: Customer Engagement Channel

Product : Mutual Fund product sales/wealth products (PMS/AIF, etc.)

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.

Ideal Applicants -

Experience: Minimum 3 year of core experience in Mutual Fund Sales / Wealth Products.

Education Qualification: Any Graduate / Post graduate

If you think that you fit the role, please share your updated copy of resume with your contact details mentioned, we would divulge more information regarding the position.

Please share your resume/references on [Confidential Information]

Regards ,

Jyotika- RightMatch HR

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About Company

Job ID: 145645631

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