Relationship Manager

5 - 7 years

0 Lacs

Posted:6 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About Mentor Wealth:

25 years of trust

About the Role:

Relationship Manager (Mutual Funds)

Key Responsibilities:

AUM growth

personalized financial plans

?Manage and deepen existing client relationships to expand their portfolio share.

?Identify new business opportunities across networks and channels.

?Partner with Mentor Wealth leadership to align client growth strategies.

SEBI regulations

?Leverage market insights to optimize sales strategy.

revenue and growth targets

Who We're Looking For:

56 years of experience

AUM acquisition & revenue growth

mutual funds, SEBI guidelines, and market trends

?Strong ability to build trust, negotiate, and close deals.

?Excellent communication and client servicing skills.

AMFI/NISM certification

What We Offer:

performance-driven incentives

fast-scaling wealth platform

?Career growth and professional development in wealth management.

How to Apply

?Send your resume to: [HIDDEN TEXT]

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