{"id":205,"date":"2025-07-15T11:26:08","date_gmt":"2025-07-15T11:26:08","guid":{"rendered":"https:\/\/www.talentinsightful.com\/career\/?post_type=awsm_job_openings&#038;p=205"},"modified":"2025-07-15T11:26:09","modified_gmt":"2025-07-15T11:26:09","slug":"urgently-looking-for-wealth-relationship-manager-for-leading-amc-mumbai-location","status":"publish","type":"awsm_job_openings","link":"https:\/\/www.talentinsightful.com\/career\/?awsm_job_openings=urgently-looking-for-wealth-relationship-manager-for-leading-amc-mumbai-location","title":{"rendered":"Urgently Looking for Wealth Relationship Manager for Leading AMC ,Mumbai Location:"},"content":{"rendered":"\n<p><strong>Location: Mumbai<br>Role Type: Individual Contributor<br>Experience Required: 7 to 15 Years<br>Industry Preference: Mutual Funds Sales, HNI Acquisition, PMS, Affluent RM, Wealth Manager<br>Certification: NISM VA Certified (Mandatory)<br>Maximum Age Limit: 36 Years<\/strong><\/p>\n\n\n\n<p><strong>Required Skills and Qualifications:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Proven experience in selling financial products to HNI clients.<\/li>\n\n\n\n<li>Strong knowledge of Mutual Funds and Wealth Management practices.<\/li>\n\n\n\n<li>Excellent communication and interpersonal skills.<\/li>\n\n\n\n<li>Strong analytical abilities and result orientation.<\/li>\n<\/ul>\n\n\n\n<p>&nbsp;<strong>Job Descriptions<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>To up sell MF products to Retail\/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele<\/li>\n\n\n\n<li>Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls.<\/li>\n\n\n\n<li>Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling<\/li>\n\n\n\n<li>Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships<\/li>\n\n\n\n<li>Profiling customers and provide financial products to meet customer needs 6. Ensuring the highest levels of service to the client \/HNI customers<\/li>\n\n\n\n<li>Providing Investment planning and advice 8. Achieving sales and revenue targets spread across product mix 9. One point contact for the assigned customer.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Location: MumbaiRole Type: Individual ContributorExperience Required: 7 to 15 YearsIndustry Preference: Mutual Funds Sales, HNI Acquisition, PMS, Affluent RM, Wealth ManagerCertification: NISM VA Certified (Mandatory)Maximum Age Limit: 36 Years Required Skills and Qualifications: &nbsp;Job Descriptions<\/p>\n","protected":false},"author":1,"template":"","meta":{"inline_featured_image":false},"class_list":["post-205","awsm_job_openings","type-awsm_job_openings","status-publish","hentry","job-category-manager","job-type-full-time","job-location-mumbai"],"_links":{"self":[{"href":"https:\/\/www.talentinsightful.com\/career\/index.php?rest_route=\/wp\/v2\/awsm_job_openings\/205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.talentinsightful.com\/career\/index.php?rest_route=\/wp\/v2\/awsm_job_openings"}],"about":[{"href":"https:\/\/www.talentinsightful.com\/career\/index.php?rest_route=\/wp\/v2\/types\/awsm_job_openings"}],"author":[{"embeddable":true,"href":"https:\/\/www.talentinsightful.com\/career\/index.php?rest_route=\/wp\/v2\/users\/1"}],"wp:attachment":[{"href":"https:\/\/www.talentinsightful.com\/career\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}