Job Responsibilities
Drive Mutual Fund sales through Lumpsum and SIP investments.
Grow Net AUM and acquire recent clients.
Generate business through PMS, AIF, Bonds, and other wealth products.
Manage and strengthen long-term client relationships.
Conduct portfolio reviews and provide suitable investment solutions.
Identify cross-selling and upselling opportunities.
Achieve assigned AUM, revenue, SIP, and client acquisition targets.
Candidate Profile
Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services.
Solid knowledge of investment products and financial markets.
Excellent communication, sales, and relationship management skills.
NISM certification preferred.
Target-oriented with a proven ability to generate AUM and revenue.
📌 Relationship Manager Pune
🏢 Alankit
📍 Pune