Relationship Manager - Wealth Management(Mutual Funds/PMS/AIF) (Pune)

Relationship Manager - Wealth Management(Mutual Funds/PMS/AIF) (Pune)

02 Sep
|
BharatHire.Com Private
|
Pune

02 Sep

BharatHire.Com Private

Pune

Manage HNI portfolios across Mutual Funds, PMS & AIF. Drive AUM growth via client acquisition and direct pitches. Build referral networks and Bank RM ties. Ensure 100% SEBI compliance, KYC documentation, and strict CRM pipeline updates

Required Candidate profile

Graduate with 2-5 years in BFSI/Mutual Fund sales. Max age 32. Must have valid NISM Series V-A. Skilled in HNI relationship management, portfolio analysis, and compliance.

📌 Relationship Manager - Wealth Management(Mutual Funds/PMS/AIF) (Pune)
🏢 BharatHire.Com Private
📍 Pune

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