Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds. Manage key relationship distributor direct clients.

- Drive AIF, PMS, and Mutual Fund product distribution to achieve revenue targets.
- Acquire new clients and strengthen long-term investor relationships.
- Conduct portfolio review meetings through audio, video, and in-person interactions.
- Provide customized investment solutions aligned with client financial goals.
- Monitor market trends and deliver updated investment insights to clients.
- Ensure regulatory compliance and seamless client servicing.

Preferred candidate profile

- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- CFA, CFP, or similar certifications are highly preferred.
- 4–15 years of experience in Wealth Management or Financial Advisory.
- Robust understanding of investment products, AIF, PMS, and financial markets.
- Excellent communication, analytical, and relationship-building skills.

📌 Wealth Manager (Mumbai)
🏢 Altport Experts
📍 Mumbai