09 Sep
|
Rekrut India
|
Pune
Hiring: Relationship Manager Customer Engagement Channel (CEC RM)
Locations: Mumbai | Pune | Gujarat
Experience: Minimum 3 years
CTC : up to 18L
Industry: Wealth Management / AMC / Mutual Funds
Role & Responsibilities
- Manage and grow relationships with existing HNI & UHNI clients by providing strategic advice and tailored investment solutions.
- Acquire recent clients through referrals, networking, and market engagement.
- Drive revenue growth by optimizing product mix and increasing client asset size.
- Represent a spectrum of products including Mutual Funds, PMS, AIFs, and alternative investment strategies, with customized solutions aligned with client requirements.
- Engage in high-impact Family Office and UHNI meetings to design long-term wealth preservation and alpha-generating portfolios.
- Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
Key Skills
📌 Affluent Relationship Manager- Mutual Fund Asset Management Company (Pune)
🏢 Rekrut India
📍 Pune