Relationship Manager

7 days ago

Mayur Vihar, India Mentor Wealth Full time

About Mentor Wealth:

With over 25 years of trust , Mentor Wealth is a leading mutual fund advisor committed to helping families and professionals build long-term financial security. As we enter an ambitious growth phase, we are scaling our Assets Under Management (AUM) and seeking high-performing professionals to join our journey.

About the Role:

The Relationship Manager (Mutual Funds) is the face of Mentor Wealth responsible for acquiring, managing, and retaining client relationships . This role demands a balance of strong client advisory skills and an aggressive growth mindset to consistently deliver on AUM expansion goals .

Key Responsibilities:

●     Acquire new clients and aggressively drive AUM growth .

●     Design, implement, and review personalized financial plans for clients.

●     Manage and deepen existing client relationships to expand their portfolio share.

●     Identify new business opportunities across networks and channels.

●     Partner with Mentor Wealth leadership to align client growth strategies.

●     Ensure full compliance with SEBI regulations and company policies.

●     Leverage market insights to optimize sales strategy.

●     Consistently meet and exceed revenue and growth targets .

Who We're Looking For:

●     5–6 years of experience in mutual fund sales (Fund House experience strongly preferred).

●     Proven track record in AUM acquisition & revenue growth .

●     Deep knowledge of mutual funds, SEBI guidelines, and market trends .

●     Strong ability to build trust, negotiate, and close deals.

●     Excellent communication and client servicing skills.

●     AMFI/NISM certification preferred.

What We Offer:

●     Competitive salary with performance-driven incentives .

●     Opportunity to be part of a fast-scaling wealth platform .

●     Career growth and professional development in wealth management.

How to Apply

●     Send your resume to:

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