Key Responsibilities:

- Drive Mutual Fund sales through Lumpsum investments and SIPs (Systematic Investment Plans)
- Ensure consistent growth in Net AUM (Assets Under Management)
- Acquire current SIP registrations and maintain existing investor relationships
- Generate revenue through PMS, AIF, Bonds, and other wealth products
- Conduct portfolio reviews aligned with clients financial goals
- Build and maintain long-term client relationships through advisory services
- Schedule and conduct client meetings for portfolio discussions and business growth
- Identify cross-selling and upselling opportunities within the client portfolio

Preferred Candidate Profile:

- Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services
- Strong understanding of investment products and financial markets
- Excellent communication, relationship management, and sales skills
- NISM certification preferred
- Ability to achieve revenue and AUM growth targets

Interested candidates can share their CV on this number : (phone hidden)(Yogender Negi)

📌 Relationship Manager (Dehradun)
🏢 Alankit
📍 Dehradun