Hiring - Relationship Manager - Direct Channel - Mutual Fund

Chandigarh News; India; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Chandigarh News is seeking a results-oriented sales professional to drive wealth product sales across MF, PMS and related offerings. You will build and manage an HNI client base, provide strategic investment guidance, and ensure top-tier service while meeting revenue targets.

You will tailor asset allocations, maintain strong client relationships, and act as the primary advisor for a growing portfolio of high-net-worth clients.

Qualifications

• Proven ability to upsell financial products to Retail/HNI clients.
• Strong client relationship management and consultative sales approach.
• Excellent communication and presentation skills with attention to compliance.

Responsibilities

• Maximize sales by upselling MF, PMS, AIF and wealth products to Retail/HNI clients.
• Generate fresh leads and acquire HNI clients; maintain regular contact.
• Advise investors on asset allocation and tailored investment strategies.
• Achieve sales and revenue targets across product mix.
• Profile customers and provide appropriate financial product recommendations.
• Ensure the highest levels of service to clients and HNI customers.
• Provide investment planning and ongoing guidance; be the single point of contact.

Skills

Relationship Management

Influencing Skills

Technical - Product Knowledge

Presentation skills

Interpersonal skills

Effective Communication

Result-oriented

Job description

Role Purpose:

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets

Key Accountabilities

• To up-sell MF , PMS, AIF , wealth products to Retail/HNI Clients as per the assigned database, generation of fresh leads through references to shore up the clientele
• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
• Achieving the business targets assigned in terms of upselling products, enhancing and upgrading the Client Net worth relationships
• Profiling customers and providing financial products to meet customer needs
• Ensuring the highest levels of service to the client /HNI customers
• Providing Investment planning and advice
• Achieving sales and revenue targets spread across the product mix
• One point of contact for the assigned customer

Critical Skills Required

• Relationship Management
• Influencing Skills
• Technical - Product Knowledge
• Presentation skills
• Interpersonal skills
• Effective Communication
• Result-oriented with proper adherence to compliance