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 current 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 solid 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.