Relationship Manager - Direct HNI Sales,...

PeopleStrong

Bengaluru

On-site

INR 900,000 - 1,300,000

Full time

14 days+
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Job summary

PeopleStrong is seeking a Relationship Manager for Direct HNI Sales in Bengaluru, Karnataka. You will target High Net Worth Individuals, drive mutual fund sales, and build a strong client network to achieve annual targets.

The role requires 2–8 years in financial services, a graduate degree, and the ability to work with cross-functional teams, ensure regulatory compliance, and expand the client base. This position offers growth in a dynamic fintech environment.

Qualifications

  • 2–8 years of experience in financial services sales.
  • Strong relationship-building with HNIs.
  • Knowledge of mutual funds and financial products is preferred.

Responsibilities

  • Drive business by targeting HNI clients and achieving gross sales targets.
  • Build strong connections with target audience to increase mind and market share.
  • Coordinate with relevant verticals to offer customized solutions and products.

Skills

Mutual fund sales

Education

Graduate

Job description

Relationship Manager - Direct HNI Sales,...

ABG109317

  • Financial Services
  • Karnataka

Posted On 07 Aug 2026

End Date 03 Feb 2027

Required Experience 2 - 8 years

Basic Section

No. Of Position 1

Grade TR

Organisational

Country India

Skills
Skill

mutual fund sales

Graduate

CERTIFICATION
Job Description
4) Principal Accountabilities

Accountability

Supporting Actions

Business Management and achieving the set target

  • Drive the business by targeting HNI Clients.
  • Build a strong connect with target audience for maximizing the mind share and market share.
  • Synergize with all relevant verticals for achieving the desired objective.
  • Work on customized solution by offering Combo products.

Build strong Client Relationship

  • Maintain excellent relationship with existing clients and expansion of key clients
  • Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
  • Develop and maintain key new client base.

Compliance on all regulatory rules

  • Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
  • Ensure all SEBI/AMFI rules and regulations are strictly complied.

Create a Strong mind Recall for ABSLAMC

  • Organize meetings with Fund manager/CEOs and Head of Sales.
  • Disseminates updates and other product related information in timely manner
  • Push for reference of their relatives and social circle.
  • Be the wealth one stop solution for investor for all investment related

Needs.

  • Absolute Gross Sales- Equity (20%)
  • Net sales in Alternate products (20%)
  • Re-activation of Clients (20%)
  • NCA/Activities/Engagements (20%)
  • Incumbent will be on variable pay scheme (Bonus)
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