Develop a list of High Net Worth Individuals (HNI) and Mass Affluent clients in the designated area/location, using personal outreach.

Offer personalized financial solutions and support to clients, leveraging our technology platform and research resources.

Conduct regular portfolio reviews and provide clients with insights and recommendations to optimize their investments.

Expand the client base with the help of referrals

Build and maintain robust rapport with Mutual Funds Distributors (MFDs), Wealth Managers, Regional Distributors (RDs), National Distributors (NDs), and Banks to enhance the sales of our products, initially focusing on Portfolio Management Services (PMS), Mutual Funds and Alternative Investment Funds (AIFs) and other products as applicable.

Provide support and assistance to our partners to maximize sales and market penetration





Expand the Partner base through referrals and networking to drive business growth.

Achieve and exceed sales targets, contributing to the overall growth and success of the organization.

SKILLS

Graduate, MBA, CFP/CFA but can be relaxed in the case of an experienced candidate.

EXPERIENCE

Preferably from similar background but not necessary. Freshers can also apply. Extensive training programme on financial products and processes will be provided to the candidate. The intention is to mentor him/her to be a private wealth manager.

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Relationship Manager Mumbai
🏢 I CAN Financial Solutions
📍 Mumbai