Client Engagement

3 days ago


bangalore, India Mentor Wealth Full time

📍 Location: Bengaluru🏢 Company: Mentor WealthAbout Mentor WealthFor 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 RoleWe 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 ResponsibilitiesOwn and deliver monthly and quarterly sales targets for mutual funds and investment productsBuild and manage a strong relationship-driven network across KarnatakaLead business development initiatives and drive profit-centre outcomesEngage with HNI clients and deliver customised investment solutionsEnsure seamless onboarding, KYC, and advisory processesStay updated on market and regulatory developments and represent Mentor Wealth at key eventsWhat We Expect (Skills & Experience)Industry & Technical:Minimum 3 years of experience managing a relationship-led profit centre in KarnatakaExperience in mutual funds, wealth management, or high-intensity financial salesStrong understanding of investment products and digital onboardingBachelor’s degree; AMFI/NISM certification preferredProficiency 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-centricWhat’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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