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Relationship Manager - Mutual Fund Sale - HNI

Relationship Manager - Mutual Fund Sale - HNI

Genius Consultants

5 - 10 years

25 - 40 Lacs

Pune Ahmedabad

Posted:2 days ago| Platform:

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Skills Required

HNI Sales Wealth Management Mutual Funds Portfolio Management PMS MF Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position Title:

Job Summary:

Key Responsibilities:

Deliver tailored investment strategies to HNI/UHNI clients in line with their financial goals and risk appetite.
Keep abreast of market dynamics and trends to adjust client portfolios proactively.
Drive consistent growth in client assets under management (AUM) and overall book size.
Meet acquisition and revenue targets through advisory-led sales of investment products.
Recommend model portfolios and strategic allocations based on in-house research and market outlook.
Foster long-term client relationships to increase share of wallet and cross-sell opportunities.
Ensure all advisory and transactional activities are compliant with regulatory norms and internal policies.

Key Requirements:

Proven experience in managing UHNI client relationships within the wealth management or financial advisory domain.
Strong interpersonal and communication abilities to influence and build trust.
Strategic thinker with an entrepreneurial drive and high ethical standards.
Self-motivated, growth-oriented, and capable of thriving in a competitive environment.
Strong collaboration skills and a team-focused mindset.

Experience:

Apply Now!

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