Relationship Manager

1 week 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: hrms@mentorwealth.in

  • 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...

  • Business Development Executive

    1 week ago

    Mayur Vihar, India beBeeClient Full time ₹ 76,40,000 - ₹ 1,21,40,000

    Job Title:Relationship ManagerAbout This Role:You will be the face of our organization, 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 expansion goals.Key Responsibilities:

  • Field Relationship Manager

    3 days 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 days 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...

  • Sales Development Representative

    2 weeks ago

    Mayur Vihar, India beBeeLeadGeneration Full time ₹ 6,10,484 - ₹ 8,46,204

    Lead Generation SpecialistWe are seeking a skilled and proactive Lead Generation Specialist to join our team.Main Responsibilities:High-Volume Outbound Calling:Make 100–150 outbound calls daily to warm and cold databases (corporates & B2C).Generate 50–80 qualified leads daily with defined travel requirements, interest, and budget.Use structured call...

  • Business Development Executive

    5 days 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

    2 weeks ago

    Mayur Vihar, India HOUSE OF TRAVELLERS Full time

    Job Title: Lead GenerationExecutive Location: Mayur vihar, DelhiDepartment: Sales & Business DevelopmentReports To: Lead Manager / Sales ManagerJob 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 clients,...

  • Lead Generation Executive

    2 weeks ago

    Mayur Vihar, India HOUSE OF TRAVELLERS Full time

    Job Title: Lead Generation ExecutiveLocation: Mayur vihar, DelhiDepartment: Sales & Business DevelopmentReports To: Lead Manager / Sales ManagerJob 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 clients,...

  • Lead Generation Executive

    2 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

    5 days 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...