Wealth Relationship Manager - Mutual Fund Sales - HNI/Ultra HNI (6-12 yrs)

Wealth Relationship Manager-Mutual Fund Sales (HNI/Ultra HNI Clients)

Location: Mumbai

Experience: 6 to 12 years

Salary: Up to 20 LPA + Attractive Incentives

Your current Industry should be- AMC,

If from Banks then MF sales experience,

If from Securities then MF sales experience

Job Summary:

We are seeking an experienced and dynamic professional to drive mutual fund sales to High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI). The ideal candidate will have a strong understanding of wealth management and mutual fund products, excellent client management skills, and a proven track record in acquiring and growing HNI relationships.

Key Responsibilities:

- Identify, acquire, and manage a portfolio of HNI and Ultra HNI clients for mutual fund investments.

- Understand client needs and risk appetite to recommend suitable mutual fund products and strategies.

- Develop customized investment solutions and provide financial advisory services.

- Achieve assigned sales targets and ensure a high level of client satisfaction and retention.

- Build long-term relationships with clients through regular engagement and providing market updates.

- Coordinate with internal product and research teams to deliver best-in-class investment solutions.

- Stay updated on market trends, mutual fund offerings, and competitor activities.

- Ensure compliance with all regulatory requirements and internal policies.

Candidate Requirements:

- 6 to 12 years of experience in mutual fund sales, wealth management, or private banking targeting HNI/UHNI clients.

- Strong understanding of mutual fund products, financial markets, and investment strategies.

- Excellent client acquisition, relationship management, and sales skills.

- Strong network and proven ability to build a HNI client base.

- Excellent communication, presentation, and negotiation skills.

- NISM VA certification mandatory.

Education: Graduate/Postgraduate in Finance, Business Administration, or related fields.