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Relationship Manager-CEC

Relationship Manager-CEC

Symphoni Hr

10 - 16 years

6 - 16 Lacs

Mumbai New Delhi Hyderabad

Posted:2 weeks ago| Platform:

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Skills Required

HNI Mutual Funds Amcs Uhni Mutual Funds Sales Broking Channel Mutual Fund Distributor Amfi Wealth Management amc Relationship Management PMS Asset Management Banking Channel Securities Aif

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Work from Office

Job Type

Full Time

Job Description

*Position:* Relationship Manager CEC *Location:* Mumbai *Age Limit:* 35 -36 years *Role Type:* Individual Contributor *Reporting To:* Team Leader *JD Summary:* Responsible for acquiring, servicing, and growing HNI/UHNI client relationships. Upsell Mutual Fund (MF), AIF, PMS products, and achieve revenue targets. Provide investment planning, ensure high service standards, and act as a single point of contact for clients. *Note:* Candidates from AMC, Broking, Securities, or Wealth backgrounds preferred. Insurance background not accepted. NISM V certified or willing to complete during notice period.

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Human Resources Consulting

San Francisco

50-100 Employees

113 Jobs

Key People

Alex Johnson

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