Wealth Relationship Manager | PMS

2 weeks ago

Mumbai, India Waytogo Consultants Full time
  • Identify, target, and acquire High Net-Worth Individuals (HNIs), Ultra High Net-Worth Individuals (UHNWIs), family offices, and institutional clients for PMS & AIF offerings.
  • Build and maintain long-term relationships with existing and potential investors.
  • Act as a trusted advisor to clients, understanding their financial goals and aligning them with suitable investment products.
  • Drive sales of PMS and AIF products to meet and exceed individual and team targets.
  • Execute effective sales strategies to enhance market penetration of AMC’s investment products.
  • Develop and maintain a robust sales pipeline by prospecting, qualifying leads, and converting opportunities.
  • Provide clients with personalized investment solutions based on in-depth analysis of market trends and their financial objectives.
  • Collaborate with investment teams to deliver insights into portfolio performance and strategy alignment.
  • Work closely with internal teams, including fund managers, research analysts, and marketing, to ensure seamless client experiences.
  • Attend industry events, seminars, and conferences to build a strong network and stay updated on market developments.
  • Ensure compliance with SEBI regulations and other applicable laws in all client interactions and transactions.
  • Prepare regular MIS reports to track sales performance, client portfolios, and market insights for internal stakeholders.

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