Wealth Manager
Location
India, India
Job Type
Full-time
Category
Operations Specialties Managers
Posted
June 07, 2026
About the Company
Hiring for a leading AMC through Avani Consulting
About the Role
Relationship Manager Mutual Funds
Responsibilities
- Promote the complete range of Mutual Fund products
- Upsell investment products to Retail / HNI / UHNI clients
- Generate fresh leads through references and build strong client relationships
- Achieve sales and revenue targets across products
- Enhance and manage client net-worth relationships
- Profile customers and provide customized investment plans and financial advice
- Ensure high service standards for assigned clients
- Act as a single point of contact for mapped clients
- Execute monthly sales plans and maintain regular follow-ups
Qualifications