Relationship Manager - Wealth Management(Mutual Funds/PMS/AIF)

BharatHire.Com Private Limited; Pune District; On-site; INR 600,000 - 900,000; Full time

Job summary

BharatHire.Com Private Limited seeks a sales professional to manage HNI portfolios across Mutual Funds, PMS and AIF in Pune. The role emphasizes client acquisition and direct pitches, with a focus on building referral networks and tying up with Bank RM's.

You will ensure 100% SEBI compliance, complete KYC documentation, and maintain a strict CRM pipeline. Ideal candidate is a graduate with 2–5 years in BFSI/Mutual Fund sales and holds a valid NISM Series V-A certification.

Qualifications

• Graduate with 2-5 years in BFSI/Mutual Fund sales.
• Max age 32.
• Must have valid NISM Series V-A.

Responsibilities

• Manage HNI portfolios across Mutual Funds, PMS & AIF.
• Drive AUM growth via client acquisition and direct pitches.
• Build referral networks and Bank RM ties.
• Ensure 100% SEBI compliance, KYC documentation, and strict CRM pipeline updates.

Skills

HNI relationship management

Portfolio analysis

Compliance

Education

NISM Series V-A

Tools

CRM

Job description

Manage HNI portfolios across Mutual Funds, PMS & AIF. Drive AUM growth via client acquisition and direct pitches. Build referral networks and Bank RM ties. Ensure 100% SEBI compliance, KYC documentation, and strict CRM pipeline updates

Required Candidate profile

Graduate with 2-5 years in BFSI/Mutual Fund sales. Max age 32. Must have valid NISM Series V-A. Skilled in HNI relationship management, portfolio analysis, and compliance.