Wealth Manager

Top Asset Management; Pune District; On-site; INR 500,000 - 1,200,000; Full time

Job summary

Top Asset Management in Pune is seeking a Relationship Manager to drive mutual fund products with Retail and HNI clients. You will profile customers, provide financial products to meet needs, and act as the single point of contact for assigned clients.

The role focuses on up-selling AMC products, growing client net worth, and delivering high levels of service to HNI customers, with targets across product mix and advisory duties.

Qualifications

• Experience with managing Retail/HNI Clients and deep knowledge of Mutual Funds
• Ability to profile customers and tailor financial products to needs
• Strong sales focus with up-sell and revenue growth mindset

Responsibilities

• Up-sell mutual fund products to Retail/HNI Clients from the assigned database
• Generate fresh leads through referrals to grow the client base
• Achieve targets for up-selling AMC products and enhance client net worth
• Provide investment planning and advice to clients
• Ensure high levels of service to Retail/HNI clients
• Act as one point of contact for assigned customers
• Acquire and service HNI/UHNI customers
• Maintain relationships and manage client expectations with regular reviews

Skills

Mutual Funds knowledge

Retail/HNI client management

Portfolio management

Job description

Job location Pune Annual offered salary₹ 5 Lacs to 12Lac

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