01Overview
Location: Bengaluru (Lewis Tech Park, Off MillersNandidurga Road, Jayamahal, Benson Town) and Belagavi.
About The Role
Stoxii Asset Pvt. Ltd. is looking for dynamic Relationship Managers with experience in wealth management, mutual funds, or financial products. The role focuses on acquiring clients, building long-term relationships, and providing investment solutions tailored to client needs.
Key Responsibilities
Acquire and onboard new clients through referrals, networking, and lead generation.Build and maintain long-term relationships with retail and HNI clients.Recommend suitable Mutual Fund and investment solutions based on client requirements.Achieve monthly sales and revenue targets.Conduct regular portfolio reviews and provide investment guidance.Cross-sell financial products wherever applicable.Stay updated with market trends and regulatory developments.
Desired Candidate Profile
15 years of experience in Mutual Funds, Wealth Management, Banking, Broking, or Financial Services.Experience in client acquisition and relationship management.Knowledge of Mutual Funds, SIPs, investment products, and financial markets.Strong communication, negotiation, and interpersonal skills.Existing client base/AUM will be an added advantage.Immediate joiners or candidates with short notice periods are preferred.
What We Offer
Attractive fixed salary with performance incentives.Career growth opportunities in the wealth management industry.Learning and development support.Collaborative and performance-driven work environment.
Skills: wealth management,mutual funds,wealth .
