5.0 - 7.0 years

0 Lacs

delhi, india

On-site

About Mentor Wealth: With over 25 years of trust , Mentor Wealth is a leading mutual fund advisor committed to helping families and professionals build long-term financial security. As we enter an ambitious growth phase, we are scaling our Assets Under Management (AUM) and seeking high-performing professionals to join our journey. About the Role: The Relationship Manager (Mutual Funds) is the face of Mentor Wealth responsible for acquiring, managing, and retaining client relationships . This role demands a balance of strong client advisory skills and an aggressive growth mindset to consistently deliver on AUM expansion goals . Key Responsibilities: ?Acquire new clients and aggressively drive...

Posted 1 month ago

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Relationship Manager V Konnect

2.0 - 7.0 years

4 - 9 Lacs

Mumbai, Maharashtra, India

On-site

Role & Responsibilities: To deliver exceptional volume and revenue performance by acquiring and engaging with clients having an AUM ? INR 1 million through need-based approach Ensure client coverage and product penetration through cross-sell and up-sell of products and services To manage and maintain the highest customer satisfaction and service levels through proactive client engagement and relationship management Coordinate internally with Service, Distribution, and Product teams

Posted 3 months ago

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