Wealth Manager

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

Job summary

Top Asset Management in Mumbai is hiring a Relationship Manager to drive up-selling of mutual fund products across Retail and HNI clients. You will source leads, profile clients, and provide investment guidance to grow assets under management.

The role focuses on achieving sales targets, delivering high-quality service to HNI clients, and acting as the single point of contact for assigned customers. Prior experience with mutual funds and portfolio management is preferred.

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.

Skills

Mutual funds

HNI clients

Portfolio management

Retail clients

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