Relationship Manager- Private Wealth Saplings HR

0.0 years

0 Lacs

mumbai, maharashtra, india

On-site

Purpose of the Job The role is responsible for driving AIF & PMS business through distributors & direct sales efforts. The incumbent will focus on relationship management, business development, and revenue growth while ensuring a seamless investment experience for HNIs, Ultra HNIs, and Family Offices Key Responsibilities Ensure effective and smooth relationships with assigned distributors/clients in the region to drive consistent business growth. Responsible for prospecting and selling AIF & PMS products to High Net Worth Individuals (HNIs) through direct sales efforts and third-party distributors. Develop strong distribution relationships through continuous engagement, training programs, and value-added initiatives. Drive business through consultative engagement with Branch Managers, Senior RMs, and Regional Heads to enhance distributor participation. Achieve sales targets, increase market share, and drive AIF & PMS penetration in assigned territories. Monitor market trends, competitor strategies, and investor behavior to refine sales approach and identify new opportunities. Actively generate new sales while strengthening existing client relationships. Ensure compliance with SEBI regulations and internal risk management guidelines in all sales and marketing activities Show more Show less

Posted 1 day ago

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Wealth Manager HNI /Ultra HNI Acquisition- Chennai Contactx Resource Management

4.0 - 9.0 years

10 - 15 Lacs

Hyderabad, Chennai, Bengaluru

Work from Office

Largest Wealth Management Company is hiring for below role Please send cv on ia@contactxindia.com call on 7208835289 / 8460893374 Role & responsibilities Key Responsibilities & Accountabilities : • Will be responsible for primarily selling Equity based investment products. • Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. • Responsible for achieving targets as assigned by the organization on a monthly basis. • Provide regular updates to the immediate superior as an when required. Required Education, Skill Set & Knowledge : • Graduate / Post graduate • Experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales. • Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage. • Should have good communication & presentation skills. • Pleasing and positive attitude. • Should be a self-starter, proactive & target oriented. • Relationship building skills Preferred candidate profile

Posted 2 months ago

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