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7.0 - 12.0 years
12 - 18 Lacs
Hyderabad, Navi Mumbai, Mumbai (All Areas)
Work from Office
Role & responsibilities Wealth Relationship Manager Mutual Fund Sales (HNI Clients) Locations: Mumbai & Hyderabad Client: ICICI Prudential Asset Management Company Hiring Partner: Talentinsightful Job Locations: Mumbai โ 5 Openings Hyderabad โ 4 Openings ( High Priority ) Note: Only local candidates preferred. No relocation requests will be entertained. Compensation: CTC Range: 12.00 LPA โ 18.00 LPA (Based on experience and location) Only candidates with a current CTC of 7.00 LPA or more will be considered. Eligibility Criteria: Experience: 6โ15 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles Qualification: Any Graduate Certifications (Mandatory): NISM Series VA โ Mutual Fund Distributors NISM Series XXI A โ Portfolio Management Services Communication: Excellent English is essential Job Stability: Preference given to candidates with stable career records Age Limit: Up to 36 years Key Responsibilities: Acquire and manage a portfolio of HNI clients to sell mutual fund and wealth products Conduct portfolio reviews and suggest investment strategies tailored to client goals Drive upselling and cross-selling of MF products to increase wallet share Maintain regular client engagement and act as a trusted investment advisor Meet assigned revenue and product mix targets across asset classes Ensure high compliance standards and seamless service delivery Preferred Candidate Background: Mutual Funds / Asset Management Companies Wealth Management Firms or Private Banks HNI Acquisition, PMS, or Investment Advisory roles Exposure to handling affluent clients and complex portfolios Do NOT Apply If: Your experience is less than 6 years Youโre earning less than 7.00 LPA currently You lack NISM VA or NISM XXI A certification Youโre not based in Mumbai or Hyderabad How to Apply: Email your resume to durgesh@talentinsightful.com Or WhatsApp your CV to 7821854124 for immediate consideration. Preferred candidate profile
Posted 3 weeks ago
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