Relationship Manager

Bwise Solutions; Hyderabad, Chennai District, Bengaluru; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Bwise Solutions in Hyderabad is seeking a results-driven AMC direct sales professional to acquire and manage client portfolios, drive AUM growth, and achieve sales targets.

Role requires 36 years of direct sales experience in AMC/Private Banking, a Graduate/MBA, and mandatory NISM Series V-A certification. The candidate will reactivate inactive accounts and cross-sell funds while ensuring SEBI/AMFI compliance.

Qualifications

• 36 years of direct sales experience in AMC and Private Banking.
• Graduate / MBA (Finance or Marketing preferred).
• Mandatory NISM Series V-A certification.

Responsibilities

• Acquire new clients and manage existing portfolio relationships.
• Cross-sell Mutual Funds, PMS (Equity/Debt), AIFs, and alternative wealth solutions.
• Achieve absolute gross sales and AUM growth targets.
• Re-activate inactive direct client accounts and leverage client referrals.
• Ensure full compliance with SEBI and AMFI guidelines.

Skills

Direct sales

Client acquisition

Portfolio management

Education

MBA (Finance or Marketing)

Graduate

Job description

Role Overview: Drive direct business growth by acquiring and managing clients for AMC.

Key Responsibilities:

Acquire new clients and manage existing portfolio relationships.

Cross-sell Mutual Funds, PMS (Equity/Debt), AIFs, and alternative wealth solutions.

Achieve absolute gross sales and AUM growth targets.

Re-activate inactive direct client accounts and leverage client referrals.

Ensure full compliance with SEBI and AMFI guidelines.

Requirements:

36 years of direct sales experience in AMC, Private Banking,

Graduate / MBA (Finance or Marketing preferred).

Mandatory NISM Series V-A certification.