Relationship Manager Wealth Management

Year    MH, IN, India

Job Description

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

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Job Detail

  • Job Id
    JD4405720
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year