7 - 12 years
12 - 18 Lacs
Posted:3 weeks ago|
Platform:
Work from Office
Full Time
Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai – 5 Openings Hyderabad – 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA – 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6–15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA – Mutual Fund Distributors NISM Series XXI A – Portfolio Management Services Communication: Excellent English is essential Job Stability: Preference given to candidates with stable career records Age Limit: Up to 36 years Key Responsibilities: Acquire and manage a portfolio of HNI clients to sell mutual fund and wealth products Conduct portfolio reviews and suggest investment strategies tailored to client goals Drive upselling and cross-selling of MF products to increase wallet share Maintain regular client engagement and act as a trusted investment advisor Meet assigned revenue and product mix targets across asset classes Ensure high compliance standards and seamless service delivery Preferred Candidate Background: Mutual Funds / Asset Management Companies Wealth Management Firms or Private Banks HNI Acquisition, PMS, or Investment Advisory roles Exposure to handling affluent clients and complex portfolios Do NOT Apply If: Your experience is less than 6 years You’re earning less than 7.00 LPA currently You lack NISM VA or NISM XXI A certification You’re not based in Mumbai or Hyderabad How to Apply: Email your resume to durgesh@talentinsightful.com Or WhatsApp your CV to 7821854124 for immediate consideration. Preferred candidate profile
Talentinsightful
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Hyderabad, Navi Mumbai, Mumbai (All Areas)
12.0 - 18.0 Lacs P.A.
Mumbai District, Maharashtra
Salary: Not disclosed
Bengaluru
7.0 - 9.0 Lacs P.A.
Mumbai
2.0 - 4.0 Lacs P.A.
Kolkata, Pune, Bengaluru
6.0 - 8.0 Lacs P.A.
3.0 - 6.0 Lacs P.A.
Pune, Bengaluru
4.0 - 8.0 Lacs P.A.
Pune, Bengaluru
13.0 - 14.0 Lacs P.A.
15.0 - 18.0 Lacs P.A.
Mumbai Suburban, Mumbai (All Areas)
1.5 - 3.25 Lacs P.A.