About the Role

We are looking for an experienced and result-oriented Mutual Fund Relationship Manager to join our Wealth Management team. The candidate will be responsible for managing client relationships, generating mutual fund business, providing investment solutions, and contributing to the company's overall AUM growth.

Key Responsibilities

- Acquire current clients and develop long-term relationships with existing clients.
- Generate business through Mutual Funds, SIPs, STPs, SWPs and other investment solutions.
- Understand clients' financial goals, risk profile and investment requirements.
- Provide suitable mutual fund investment recommendations as per client needs.
- Monitor client portfolios and provide regular updates and reviews.
- Increase client AUM through systematic investment and portfolio-building strategies.
- Generate leads through referrals, networking, market contacts and business development activities.
- Coordinate with internal teams for KYC, transactions, documentation and client servicing.
- Stay updated with market trends, mutual fund products and investment opportunities.
- Achieve monthly, quarterly and annual business targets.
- Maintain strong client relationships and ensure a high level of customer satisfaction.

- Candidate Requirements

- Bachelor's degree in Finance, Commerce, Business Administration or a related field.
- 2–7 years of experience in Mutual Funds / Wealth Management / Financial Services.




- Strong knowledge of mutual fund products, SIPs, portfolio management and financial markets.
- Excellent communication and relationship-building skills.
- Strong sales and business development abilities.
- Target-oriented with a positive and professional approach.
- Ability to handle HNI/UHNI and retail clients is an advantage.
- NISM-Series-V-A certification will be preferred.

- Key Skills Mutual Funds | Wealth Management | Client Relationship Management | Sales | AUM Growth | SIP | Portfolio Review | Business Development | Financial Markets | Client Acquisition

Compensation

₹6 LPA – ₹12 LPA + Performance-Based Incentives

Salary will be based on the candidate's experience, existing client relationships, business potential and overall profile.

Why Join Us?

- Growth-oriented wealth management environment
- Attractive salary + performance incentives
- Opportunity to work with HNI and retail clients
- Strong career growth opportunities
- Exposure to multiple investment and wealth management products
- Performance-driven and professional work culture

How to ApplyInterested candidates can share their updated CV with us.

? Email: [email protected]

? Contact Us:

Mr. Malay Kathiriya: +91 98245 05790

Mr. Shammy Pillai: +91 96878 11911

? Location: Ahmedabad

Take the next step in your career with DeepMalay Wealth Management — Grow. Perform. Succeed.

📌 MUTUAL FUND RELATIONSHIP MANAGER (RM) (Ahmedabad)
🏢 Deepmalay Wealth Management
📍 Ahmedabad