Relationship Manager Mutual Fund Sales (HNI Clients)

Avani Consulting | Hiring for a Leading Financial Services Company

Job Title: Relationship Manager Mutual Fund Sales

Experience: Minimum 2 Years

Qualification: Graduate / Postgraduate / MBA

Maximum CTC: 12 LPA

Certification: NISM Certified

Reporting To: Channel Manager

Industry: Mutual Fund / BFSI

Department: Sales & Business Development

We are looking for dynamic and result-oriented Relationship Managers to drive mutual fund sales and develop strong relationships with Retail, HNI and UHNI clients.

The candidate will be responsible for promoting mutual fund products, acquiring new clients, increasing existing client investments and achieving assigned sales and revenue targets.

Key Responsibilities

1. Promote the complete range of Mutual Fund products.
2. Upsell and cross-sell mutual fund products to Retail and HNI clients.
3. Generate fresh leads and acquire new clients through references, networking and direct sourcing.
4. Achieve assigned monthly sales, business and revenue targets across the product portfolio.
5. Enhance existing client relationships by upgrading their investment portfolios and increasing client net worth relationships.
6.



Understand client financial requirements and risk profiles and provide suitable investment plans and financial guidance.
7. Ensure high levels of customer service and client satisfaction.
8. Act as the single point of contact for assigned clients.
9. Execute monthly sales plans to acquire HNI/UHNI clients.
10. Maintain regular engagement with mapped clients through weekly and monthly calls.
11. Build long-term relationships and generate repeat business through effective relationship management.

Candidate Requirements

- Graduate / Postgraduate / MBA.
- Minimum 2 years of relevant BFSI sales experience.
- NISM certification.
- Experience in Mutual Fund Sales and client acquisition preferred.
- Exposure to Retail / HNI / UHNI client handling.
- Solid knowledge of mutual fund products and investment solutions.
- Proven track record in achieving sales and revenue targets.
- Excellent communication, relationship management and client-handling skills.

Reporting To: Channel Manager

Apply Now

Recruitment Partner: Avani Consulting

Contact Person: Sylviya Recruitment Executive

Email: [email protected]

Contact Number: (phone hidden)

📌 Relationship Manager CEC (Chennai)
🏢 Avani Consulting
📍 Chennai