Wealth Manager

Top Asset Management; Mumbai; On-site; INR 700,000 - 1,500,000; Full time

Job summary

Top Asset Management in Mumbai is seeking a Relationship Manager to grow mutual fund sales with Retail and HNI clients. The role focuses on upselling MF products, profiling clients, and delivering investment planning and advisory services.

It requires strong client relationship skills and the ability to achieve sales targets while maintaining excellent service levels in a fast-paced financial environment.

Qualifications

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

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.

Job description

Job location mumbaiAnnual offered salary₹ 7 Lacs to 15Lac

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