Relationship Manager Wealth Management / Mutual Fund Sales

Hello,

I am Krushangi Baria from Right Match HR services Pvt. Ltd. We are India's Leading Executive Search firm specializing in Executive Search for Middle and Sr. Management Professional.

I am writing to you with regards to the Business Development opportunity with the leading Asset Management Firm for Pune location.

The details are:

Role - Relationship Manger
Reporting to: Team Leader
Qualification- Any Graduate

Responsibilities:
- Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
- Acquire new clients through referrals, networking, and market engagement.
- Drive revenue growth by optimizing product mix and increasing client asset size.
- Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
- Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
- Influence client decisions through market insights and strategic advisory rather than transactional product pitches.

Traits: Result oriented, team builder, positive attitude, service-oriented, enthusiastic, ability to connect oneself at a cross-functional level.

If you think that you fit the bill, please share your updated copy of resume with your contact details mentioned, we would divulge more information regarding the position. Please share your resume on krushangi@rightmatch.co.in or connect at +919372808289.

Since we are an Executive Search company, incase the above role may not be what you are looking for, you may still send your profile. We shall update the same in our DATABASE and we shall get in touch with you whenever we get a mandate fit for your experience. 

Also you may share this email among your professional circle who would be looking for similar roles.

"PLEASE NOTE - Incase you are presently working with one of our current clients, we will be unable to share your candidature ahead for the mentioned role."