Role & responsibilities
Manage and develop relationships with DHNI/HNI clients and wealth partners.
Drive mutual fund sales, AUM growth, and achieve business targets.
Acquire current 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 robust networking skills and willingness to travel.

📌 Team Lead/ Rm Dhni Chennai
🏢 bwise solutions
📍 Chennai