Relationship Manager (Hyderabad)

Relationship Manager (Hyderabad)

07 Aug
|
Alankit
|
Hyderabad

07 Aug

Alankit

Hyderabad

Role & responsibilities

Department - Wealth Management KRA

- Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
- Ensure consistent Net AUM (Assets Under Management) growth
- Acquire and maintain new SIP registrations
- Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
- Conduct periodic portfolio reviews to align investments with client goals
- Focus on client retention by delivering high-quality advisory services
- Schedule and lead client review meetings to strengthen relationships and identify recent opportunities
- Experience in PMS / AIF / Bonds Revenue /NCD/Loans

Interested candidate can share their profile on WhatsApp - (phone hidden)

📌 Relationship Manager (Hyderabad)
🏢 Alankit
📍 Hyderabad

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