Wealth Manager

Top Asset Management; Mumbai; On-site; INR 700,000 - 1,700,000; Full time

Job summary

Top Asset Management in Mumbai is seeking a Relationship Manager with 7–13 years of experience in managing Retail/HNI clients and a deep knowledge of mutual funds. The role focuses on upselling MF products, achieving sales targets, and delivering high-quality client service.

You will profile clients, provide investment planning advice, and maintain strong relationships for continued business growth within a Mumbai-based office.

Qualifications

• 7–13 years of experience in relationship management, with in-depth knowledge of mutual funds.

Responsibilities

• Up-sell mutual fund products to Retail/HNI clients and generate fresh leads.
• Achieve business targets for AMC products and enhance client net worth relationships.
• Profile customers and provide financial products to meet their needs.
• Ensure the highest levels of service to clients/HNI customers.
• Provide investment planning and advice.
• Achieve sales and revenue targets across product mix.
• Act as single point of contact for assigned customers.
• Acquire and service of HNI/UHNI customers.

Skills

Mutual funds

Relationship management

Sales targets

Client profiling

HNI/UHNI handling

Job description

Experience- 7 to 13 year(More then 6year exprience required)

Job location mumbaiAnnual offered salary₹ 7 Lacs to 17Lac

Relationship Manager

Responsibilities:-

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
• Profiling customers and provide 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 product mix
• One point contact for the assigned customer
• Acquisition & Servicing of HNI/UHNI customers.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Preferred candidate profile

well experienced with mutual funds, managing portfolios , HNI clients