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3 days ago
Relationship Manager
About the RoleWe are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will play a vital role in managing high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs).
The successful candidate will be responsible for up-selling mutual fund products to HNI/UHNI clients, generating fresh leads, and ensuring regular communication with them.
You will work closely with investors to provide financial products that meet their needs and increase their net worth.
This is an exciting opportunity for a professional who wants to make a real difference in people's lives by providing personalized financial solutions.
ResponsibilitiesManage HNI/UHNI clients and ensure regular communication with them.
Provide financial products that meet customer needs and increase their net worth.
Upsell MF products to UHNI clients and generate fresh leads.
Advising investors on asset allocation and customizing the approach for focused selling.
4+ years of experience in a similar industry.
NISM VA and NISM XXIA certification is preferred.
Experience in managing HNI clients and knowledge of Mutual Funds Market.
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