Relationship Manager Customer Engagement Channel Mumbai

Relationship Manager Customer Engagement Channel Mumbai

07 Aug
|
First Quadrants
|
Mumbai

07 Aug

First Quadrants

Mumbai

We are hiring for an Asset Management Company in Mumbai.

Role: Mutual Fund Sales

Vertical: Customer Engagement Channel

Location: Mumbai

Product: Mutual Fund / Wealth products (PMS/AIF, etc.)

Responsibilities:
Manage and grow relationships with existing HNI and UHNI clients.
Acquire recent clients through referrals, networking, and market engagement.
Drive revenue growth by optimizing product mix and increasing client asset size.
Represent a spectrum of products – Mutual Funds, PMS, AIFs, and alternate asset strategies—with customized solutions aligned to client mandates.
Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha-generating portfolios.
Influence client decisions through market insights and strategic advisory rather than transactional product pitches.

Ideal Applicants:
Experience: Minimum 3 year of core experience in Mutual Fund Sales / Wealth Products.
Education Qualification: Any Graduate / Post graduate
Skills - Well networked, Sales Enthusiast, Number driven.

📌 Relationship Manager Customer Engagement Channel Mumbai
🏢 First Quadrants
📍 Mumbai

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