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Careerist Management Consultants
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Relationship Manager

Relationship Manager

Careerist Management Consultants

2 - 7 years

2 - 6 Lacs

Udaipur, Ajmer

Posted:2 months ago| Platform:

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Skills Required

Mutual Funds HNI Portfolio Management MF HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Mutual Funds & Investment Products: Strong knowledge of mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), and structured products . Sales & Business Development: Ability to acquire and grow retail client portfolios , cross-sell financial products, and meet sales targets. Client Relationship Management: Proven experience in managing and growing client relationships , understanding investment needs, and offering suitable solutions. Channel & Distribution Management: Experience in handling distributors, IFAs, RIAs (Registered Investment Advisors), and banking partners . Regulatory Knowledge: Understanding of SEBI regulations, KYC norms, and financial compliance . MIS & Reporting: Proficiency in tracking sales performance, preparing reports, and using CRM tools. Preferred candidate profile Hands-on experience with HNI/UHNI clients, distributors, IFAs (Independent Financial Advisors), and banking partners . 2 Year Experience in retail sales, wealth management, mutual funds, or asset management . Prior experience in mutual fund distribution, investment sales, or financial advisory is a must. Strong communication & presentation skills.

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Careerist Management Consultants

www.careeristmanagement.com

Management Consulting

New York

50 Employees

25 Jobs

Key People

Jane Doe

CEO
John Smith

Chief Consultant

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