Relationship Manager - Wealth Management

We are looking for a dynamic and results-driven Business Development Executive to join our team. The ideal candidate will play a crucial role in expanding our client base, building strategic relationships, and driving the growth of our mutual fund distribution business.

Relevant experience – 2 to 3 years

Fixed CTC : INR 4,50,000 to INR 6,00,000 PA + performance incentive based on experience

Location: Goregaon East, Mumbai

Designation: Wealth Manager / Financial Advisor

Key Responsibilities:

• Client servicing and nurturing existing client database
• Identify and acquire new clients for mutual fund investments.
• Build and maintain strong, long-term relationships with investors
• Provide customized investment solutions based on client needs and financial goals.

Sales and Revenue Growth: Achieve assigned sales targets and contribute to the growth objectives of the company.

• Develop and implement strategic plans to enhance mutual fund distribution.
• Conduct regular reviews of client portfolios and recommend suitable investment options.

Qualifications and Skills:

• Bachelor's degree in Business Administration, Finance, or a related field.
• Proven experience in business development or client relationship management, ideally within the mutual fund or financial services industry.
• Good understanding of mutual fund products, financial markets,

Job Type: Full-time

Pay: ₹450,000.00 - ₹600,000.00 per year

Benefits:

• Health insurance

Work Location: In person