Client Engagement

1 week ago

New Delhi, India Mentor Wealth Full time

Location: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement & Sales Manager who thrives in a target-driven, performance-oriented environment. This role demands complete ownership of sales outcomes, relationship excellence, and the ability to influence HNI clients with clarity and confidence. Proficiency in Kannada is a must. Key Responsibilities Own and deliver monthly and quarterly sales targets for mutual funds and investment products Build and manage a strong relationship-driven network across Karnataka Lead business development initiatives and drive profit-centre outcomes Engage with HNI clients and deliver customised investment solutions Ensure seamless onboarding, KYC, and advisory processes Stay updated on market and regulatory developments and represent Mentor Wealth at key events What We Expect (Skills & Experience) Industry & Technical: Minimum 3 years of experience managing a relationship-led profit centre in Karnataka Experience in mutual funds, wealth management, or high-intensity financial sales Strong understanding of investment products and digital onboarding Bachelor’s degree; AMFI/NISM certification preferred Proficiency in Kannada (mandatory) Soft Skills: • Exceptional communication and a confident, engaging presence • Strong target-achievement mindset and persuasive selling ability • Solid understanding of the Bengaluru market with a strong HNI network • Ethical, disciplined, and deeply client-centric What’s in It for You • Accelerated growth into roles • Continuous learning, certifications, and mentorship • Attractive performance-linked rewards and recognition • A dynamic, tech-enabled workspace that encourages innovation • Strong focus on professional and personal well-being

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