Client Engagement

3 days ago

Bangalore, 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

  • Client Engagement Specialist

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    bangalore, India BuildAcre | Construction Company Full time

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    3 days ago

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