Relationship Manager – Mutual Funds

Location: Ahmedabad/Vadodara We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have robust experience in handling HNI/UHNI clients , with proven expertise in Mutual Funds and investment advisory .

Key Responsibilities
Client Relationship Management: Serve as the primary point of contact for assigned Retail/HNI clients, ensuring the highest levels of service and satisfaction.
Business Growth: Drive upselling and cross-selling of Mutual Fund products; generate fresh leads through referrals and networking.
Advisory & Planning: Profile clients, understand their financial goals, and provide customized investment planning and advice.
Revenue Achievement: Meet and exceed sales and revenue targets across the product mix.




Customer Acquisition: Acquire and service HNI/UHNI clients to build long-term, profitable relationships.
B2C Sales Focus: Actively engage in sales to expand client base and enhance portfolio penetration.

Desired Candidate Profile
Proven experience in Banking/Wealth Management/Financial Advisory handling HNI client portfolios.
In-depth knowledge of Mutual Funds and investment products.
NISM certification preferred (mandatory for certain roles).
Solid client relationship, communication, and sales skills.
Ability to work with targets and deliver results in a competitive setting.

📌 Relationship Manager Ahmedabad
🏢 Recex.co
📍 Ahmedabad