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Relationship Manager
Wealth Management
Relationship Manager
Wealth Management 's logo

Relationship Manager

at Wealth Management

Agency job
4 - 8 yrs
₹5L - ₹10L / yr
Gurugram
Skills
Mutual funds
HNI
client Acquisition
PMS
Relationship building
Wealth
advisor

We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales

to acquire, manage, and grow relationships with retail and HNI clients. The role involves

promoting mutual fund products, achieving sales targets, and delivering superior customer

service while ensuring regulatory compliance.


Roles And Responsibility -


1. Client Acquisition & Business Development

● Identify and acquire new clients through cold calling, referrals, networking, and digital

leads.

● Promote and sell mutual fund schemes based on client risk profiles and financial

goals.

● Achieve monthly, quarterly, and annual sales targets.

2. Relationship Management

● Build and maintain long-term relationships with retail and HNI clients.

● Conduct regular portfolio reviews and recommend suitable investment strategies.

● Address client queries, concerns, and service requests promptly.

3. Advisory & Financial Planning

● Understand client financial needs (retirement, tax planning, wealth creation, etc.).

● Recommend appropriate mutual fund products (Equity, Debt, Hybrid, SIPs, ELSS,

etc.).

● Educate clients on market trends and investment opportunities.

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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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