Relationship Manager – Customer Engagement
Location: Bengaluru, Karnataka
Experience: 7+ Years
Job Type: Full-time
Job Summary
We are looking for an experienced Relationship Manager with expertise in Mutual Funds, Wealth Management, HNI/UHNI Client Handling, Investment Advisory, Portfolio Management, and Financial Planning. Candidates should have a strong sales mindset, excellent relationship management skills, and a passion for helping clients achieve their financial goals.
Key Responsibilities
- Manage Retail, HNI & UHNI client relationships.
- Sell and cross-sell Mutual Funds and Wealth Management products.
- Provide Investment Advisory and Financial Planning.
- Build client portfolios and generate business through referrals.
- Achieve sales, revenue, and AUM growth targets.
- Deliver exceptional customer service and portfolio reviews.
Requirements
- Bachelor's Degree
- 7+ years in Mutual Funds, Asset Management, Private Banking, Wealth Management, Financial Advisory, PMS, Broking, or Investment Services
- NISM Certification preferred
- Strong communication, sales, and relationship management skills.
We are accepting applications from Relationship Manager, Wealth Manager, Mutual Funds, HNI, UHNI, NRI, Investment Advisor, Financial Advisor, Portfolio Manager, Wealth Management, Asset Management, Private Banking, Equity, SIP, Financial Planning, Client Acquisition, Cross Selling, AUM Growth, Investment Products, NISM, AMC, Broking, Capital Markets, Retail Banking, Customer Engagement.
Pay: ₹1,200,000.00 - ₹1,500,000.00 per year
Work Location: In person
