Mutual Fund Sales

4 days ago

Surat Gujarat, India Talent Corner HR Services Private Limited Full time

Position Title: Relationship Manager - premier client group (Sales)

Location: Ahmedabad, Surat, Mumbai, Pune

Employment Type: Full-Time

Role Overview:

- Drive sales and build long-term relationships with HNWIs and UHNWIs.
- Recommend investment solutions aligned with client goals.
- Ensure compliance and provide excellent client service.

Key Responsibilities:

- Acquire and onboard high-value clients.
- Achieve sales targets for financial products (mutual funds, equities, PMS, Fixed income C AIF).
- Provide personalized financial advice and monitor portfolio performance.
- Stay updated on market trends, products, and regulatory changes.
- Prepare sales reports and ensure compliance with standards.

Required Skills and Qualifications:

- Education: Bachelor’s in finance/business (MBA/CFP/CFA preferred).
- Experience: 5 - 8 years in wealth management or financial sales.
- Skills: Financial product knowledge, strong communication, CRM tools proficiency.

Pay: ₹600,000.00 - ₹1,000,000.00 per year

Schedule:

- Day shift

Work Location: In person

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