Relationship Manager

4 weeks 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:

  • Relationship Manager

    1 week ago

    Sangam Vihar, India Tax Manager Full time

    Job Title: Relationship Manager - Sales Company: Rising Advisory Services Private Limited Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs....

  • Relationship Manager

    4 weeks 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 Manage

    1 week ago

    Mayur Vihar, Delhi, Delhi, India ART Housing Finance Full time

    Location: Mayur Vihar - ART Housing Finance (India) Limited- JOB DESCRIPTION & KRA**Designation / Role** - Relationship Officer/ Relationship Manager**Years of Experience** - 0 years to 3 years**Reporting To** - Sales Manager**Job Specification** - Graduate in any field**Job Evaluation** - Upto Rs. 3,00,000/ **Locations** - Mayur Vihar_ **Key Result...

  • Field Relationship Manager

    3 weeks ago

    Crowne Plaza New Delhi Mayur Vihar Noida, India NoBroker Full time

    Eligibility- Male Candidates Bike and Driving license mandatory Roles and Responsibilities Serve as a Relationship Manager for our valued paid customers. Build trust and sustainable relationships through open communication. Help customers find the perfect tenant or property to match their needs. Manage inbound and outbound calls efficiently. Use company...

  • Internal Audit Associate

    3 weeks ago

    Mayur Vihar, India Anshit Singhal & Associates Full time

    Company Description M/s Anshit Singhal & Associates is a burgeoning professional services firm specializing in audit & assurance, risk & financial advisory, taxation advisory, and management support services. Our approach is tailored and innovative, focusing on existing controls to meet client requirements effectively. Our vision is to provide a...

  • Business Development Executive

    4 weeks ago

    Mayur Vihar, India HOUSE OF TRAVELLERS Full time

    Job Title: Lead Generation Executive Location: Mayur vihar, Delhi Department: Sales & Business Development Reports To: Lead Manager / Sales Manager Job Summary We are looking for a proactive and target-driven Lead Generation Executive to join our team at House of Travellers. The role primarily involves high-volume outbound calling, identifying potential...

  • Relationship Manager

    5 days ago

    Surat, -Surat-Megh Mayur Plaza-GUJ, Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Relationship Manager-OLD CAR FINANCE-Sales The Relationship Manager will play a pivotal role in managing relationships, identifying sales opportunities and driving growth in the Old Car Finance vertical. You will be responsible for achieving sales targets and maintaining strong client relationships.

  • Relationship Manager

    1 day ago

    Surat, -Surat-Megh Mayur Plaza-GUJ, Surat, Gujarat, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Relationship Manager-Acquisition-AGRI-FIN-PROJECTS (AF)-Marketing Branches OperationsThe Relationship Manager will be responsible for acquisition and management of agricultural finance projects. The role involves marketing, branch operations, and customer relationship management

  • Business Development Executive

    4 weeks ago

    Mayur Vihar, India HOUSE OF TRAVELLERS Full time

    Job Title: Lead Generation Executive Location: Mayur vihar, Delhi Department: Sales & Business Development Reports To: Lead Manager / Sales Manager Job Summary We are looking for a proactive and target-driven Lead Generation Executive to join our team at House of Travellers. The role primarily involves high-volume outbound calling, identifying potential...

  • Business Development Executive

    4 weeks ago

    Mayur Vihar, India HOUSE OF TRAVELLERS Full time

    Job Title: Lead Generation Executive Location: Mayur vihar, Delhi Department: Sales & Business Development Reports To: Lead Manager / Sales Manager Job Summary We are looking for a proactive and target-driven Lead Generation Executive to join our team at House of Travellers. The role primarily involves high-volume outbound calling, identifying...