0.0 years

0 Lacs

ahmedabad, gujarat, india

On-site

Relationship Manager Mutual Funds Location: Ahmedabad/Vadodara We are looking for dynamic and driven Relationship Managers to join our Wealth Management team. The ideal candidate will have strong experience in handling HNI/UHNI clients , with proven expertise in Mutual Funds and investment advisory . Key Responsibilities Client Relationship Management: Serve as the primary point of contact for assigned Retail/HNI clients, ensuring the highest levels of service and satisfaction. Business Growth: Drive upselling and cross-selling of Mutual Fund products; generate fresh leads through referrals and networking. Advisory & Planning: Profile clients, understand their financial goals, and provide cu...

Posted 1 day ago

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