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 5–10 years of experience to up-sell mutual funds to Retail and HNI clients. The role focuses on achieving sales targets, profiling clients, and providing investment planning and advisory services.

The position requires strong knowledge of Mutual Funds and the ability to manage a portfolio of Retail and HNI customers, ensuring top-tier client service and revenue growth.

Qualifications

• 5–10 years of experience in financial services.
• Experience in managing Retail/HNI Clients.
• In-depth knowledge of Mutual Funds.

Responsibilities

• Up-sell mutual fund products to Retail and HNI clients.
• Achieve business targets through up-selling AMC products and client wealth enhancement.
• Profile clients and provide financial products to meet needs.
• Deliver high levels of client service and investment planning advice.
• Achieve sales targets across product mix.
• One point contact for the assigned customer.
• Acquire and service HNI/UHNI clients.

Skills

Mutual Funds

HNI clients

Retail clients

Job description

Experience- 5 to 10 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