Relationship Manager Wealth Management / Mutual Fund Sales

Hello,

I am Jasmeet Kaur from Right Match HR Services Pvt. Ltd. We are India's Leading Executive Search firm specializing in Executive Search for Middle and Senior Management Professionals.

I am writing to you with regard to a Relationship Manager - CEC opportunity with a Leading Asset Management Firm for Pune & Jalgaon locations.

Role - Relationship Manager
Location - Pune & Jalgaon
Qualification - Any Graduate

Responsibilities

• Manage and grow HNI/UHNI client relationships through tailored investment solutions.
• Acquire new clients through networking, referrals, and market engagement.
• Drive AUM and revenue growth through effective product mix.
• Advise clients across Mutual Funds, PMS, AIFs, and alternate investments.
• Engage with HNI/UHNI and family-office clients for long-term wealth solutions.
• Drive client decisions through market insights and strategic advisory.

Traits
Result-oriented, positive, service-oriented, enthusiastic, strong relationship builder, and effective cross-functional communicator.

If you think you fit the bill, please share your updated resume with your contact details at jasmeet@rightmatch.co.in or connect at +91 9004823830.

Regards,
Jasmeet Kaur