Wealth Relationship Manager - Mutual Funds Sales
This role is for a Wealth Relationship Manager at MEPa2z focusing on mutual fund sales within the wealth management domain. The responsibilities include acquiring and managing HNI and retail clients, providing financial advisory, and meeting sales targets. Candidates must have relevant experience in financial services and mandatory AMFI/NISM certification. The position is primarily focused on growing AUM and cross-selling financial products.
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Experience
2-7 years
Function
Sales
Work mode
Onsite, India
Company
Tier 3
What you will work on
This role is for a Wealth Relationship Manager at MEPa2z focusing on mutual fund sales within the wealth management domain. The responsibilities include acquiring and managing HNI and retail clients, providing financial advisory, and meeting sales targets. Candidates must have relevant experience in financial services and mandatory AMFI/NISM certification. The position is primarily focused on growing AUM and cross-selling financial products.
TAL's take
Role is at a lower-tier firm with standard sales responsibilities and limited growth or product differentiation.
Clear sales-focused JD with well-defined responsibilities, KPIs, and certification requirements.
Must haves
- Bachelors degree in Finance, Commerce, Business, or related field
- AMFI/NISM certification
- 2-7 years of experience in mutual fund sales or financial services
- Strong communication, negotiation, and presentation skills
- Knowledge of capital markets and mutual fund products
Tools and skills
About the company
Small, unbranded or service-oriented firm, no significant engineering or product brand presence.