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1. Sales - Acquire HNI and NRI clients who have portfolio size of 25Cr + through referrals, networks and company provided leads.2. Client Servicing - Manage Wealth of Clients in real estate assets. Built and maintain long-term relationships with high-value investors and ability to serve them in most professional manner.3. Reporting - Prepare Invest...
Jul 17, 2026
Core Responsibilities: ● Engage with the clients regularly and conduct their portfolio reviews. ● Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it. ● Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. ● Prepare and interpret client infor...
May 20, 2026
We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and HNI clients. The role involves promoting mutual fund products, achieving sales targets, and delivering superior customer service while ensuring regulatory compliance. Key Responsibilities1. Client Acqu...
Feb 18, 2026
We're seeking a results-driven Mutual Fund Sales/Client Relationship Manager to join our team. The successful candidate will be responsible for acquiring new clients and nurturing existing relationships to drive business growth. If you have a passion for sales, excellent communication skills, and a knack for building strong relationships, we'd love...
Jan 15, 2026
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