Wealth Manager

Avani Consulting; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

Avani Consulting is recruiting for a Relationship Manager – Mutual Funds on behalf of an leading Asset Management Company (AMC) in Mumbai. The role focuses on promoting the complete mutual fund range and building long-term client relationships.

The candidate should have 2+ years of experience in AMC/securities/broking, strong communication skills, and an MBA or related qualification. NISM certification is advantageous and this position demands ongoing client engagement.

Qualifications

• MBA/PG with graduation required.
• 2+ years in AMC/Securities/Broking is mandatory.
• NISM certification is a plus.

Responsibilities

• Promote the complete range of Mutual Fund products.
• Upsell investment products to Retail / HNI / UHNI clients.
• Generate fresh leads through references and build strong client relationships.
• Achieve sales and revenue targets across products.
• Enhance and manage client net-worth relationships.
• Profile customers and provide customized investment plans and financial advice.
• Ensure high service standards for assigned clients.
• Act as a single point of contact for mapped clients.
• Execute monthly sales plans and maintain regular follow-ups.

Skills

Strong communication

Sales

Relationship management

Education

MBA

Graduate/Post Graduate

Job description

Hiring for a leading AMC through Avani Consulting

About the Role

Relationship Manager Mutual Funds

Responsibilities

• Promote the complete range of Mutual Fund products
• Upsell investment products to Retail / HNI / UHNI clients
• Generate fresh leads through references and build strong client relationships
• Achieve sales and revenue targets across products
• Enhance and manage client net-worth relationships
• Profile customers and provide customized investment plans and financial advice
• Ensure high service standards for assigned clients
• Act as a single point of contact for mapped clients
• Execute monthly sales plans and maintain regular follow-ups

Qualifications

• Graduate / Post Graduate / MBA
• Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
• NISM Certification (added as advantage)

Required Skills

• Strong communication and presentation skills
• Sales and relationship management expertise