Location: Bengaluru
Experience: 58 Years (7+ years preferred)
CTC: 9–12 LPA
Employment Type: Full Time, Permanent
Industry: Asset Management / Mutual Funds / Financial Services
Department: BFSI, Investments & Trading
Education: Bachelor’s Degree
Openings: 5
Job Summary
We are hiring an experienced Relationship Manager – Customer Engagement with strong exposure to Mutual Funds and HNI/UHNI client management. The role involves managing existing customer relationships, acquiring current clients, providing investment guidance, and driving revenue through appropriate investment products.
Key Responsibilities
- Manage and strengthen relationships with Retail, HNI and UHNI clients.
- Upsell and cross-sell Mutual Fund and investment products to assigned customers.
- Acquire new clients through referrals and relationship-building activities.
- Understand customer profiles, financial objectives and investment requirements.
- Provide suitable investment planning and advisory solutions.
- Achieve assigned sales, AUM and revenue targets across the product mix.
- Enhance and upgrade existing client relationships and portfolio value.
- Ensure high standards of customer service and client retention.
- Act as the single point of contact for assigned customers.
- Maintain strong knowledge of Mutual Funds, Equity, Debt and other investment products.
Candidate Requirements
- 7–8 years of experience, with 7+ years preferred for this position.
- Strong experience in Mutual Fund sales/advisory and HNI/UHNI relationship management.
- Experience in client acquisition, portfolio servicing, upselling and cross-selling.
- Good understanding of Mutual Funds, Equity, Debt, SIPs and investment products.
- Strong communication, relationship management and sales skills.
- NISM Series V-A certification preferred.
- Candidates from AMC, Wealth Management, Private Banking, Broking/Securities or Investment Advisory backgrounds will be preferred.