Role & responsibilities

- Manage and develop relationships with DHNI/HNI clients and wealth partners.

- Drive mutual fund sales, AUM growth, and achieve business targets.

- Acquire new clients and deepen existing relationships.

- Understand client investment requirements and provide suitable mutual fund solutions.

- Build solid relationships with wealth managers, distributors, and key intermediaries.

- For Team Lead role, manage, mentor, and drive the performance of the sales team.

- Conduct client/partner meetings and track market and competitor developments.

Candidate Profile

- Graduate; MBA/PGDM preferred.

- Relevant experience in mutual fund sales, wealth management, HNI/DHNI sales, or financial services.

- Strong relationship management, communication, and business development skills.

- Age: Below 38 years.

- No employment gaps.

- Current company tenure: More than 1 year.

- Target-oriented with strong networking skills and willingness to travel.

📌 Team Lead/ RM- DHNI (Bengaluru)
🏢 bwise solutions
📍 Bengaluru