Leading AMC·2 months ago
2 months ago
Wealth Manager -Mutual Funds
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What you'll do
- Build and maintain strong relationships with existing clients, distributors, and financial advisors.
- Drive sales of Mutual Fund products including Equity, Debt, Hybrid Funds, and SIPs.
- Identify and acquire new clients and business opportunities to increase AUM and revenue.
- Conduct regular portfolio reviews and recommend suitable investment solutions based on client needs and risk appetite.
- Provide market insights, product updates, and investment guidance to clients and partners.
- Address client queries and ensure prompt resolution of concerns to deliver superior customer service.
- Collaborate with internal teams to ensure smooth onboarding, transactions, and service delivery.
- Organize investor awareness programs, client meetings, and engagement activities.
- Monitor market trends, competitor activities, and regulatory developments in the asset management industry.
- Achieve monthly, quarterly, and annual business targets related to sales, AUM growth, and client acquisition.
What they're looking for
- Experience in sales and business development within the financial services sector
- Strong knowledge of Mutual Fund products including Equity, Debt, Hybrid Funds, and SIPs
- Proven track record of client acquisition and AUM growth
- Ability to conduct portfolio reviews and provide investment recommendations
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Build and maintain strong relationships with existing clients, distributors, and financial advisors.
- Drive sales of Mutual Fund products including Equity, Debt, Hybrid Funds, and SIPs.
- Identify and acquire new clients and business opportunities to increase AUM and revenue.
- Conduct regular portfolio reviews and recommend suitable investment solutions based on client needs and risk appetite.
- Provide market insights, product updates, and investment guidance to clients and partners.
- Address client queries and ensure prompt resolution of concerns to deliver superior customer service.
- Collaborate with internal teams to ensure smooth onboarding, transactions, and service delivery.
- Organize investor awareness programs, client meetings, and engagement activities.
- Monitor market trends, competitor activities, and regulatory developments in the asset management industry.
- Achieve monthly, quarterly, and annual business targets related to sales, AUM growth, and client acquisition.
Company
Leading AMC
Rajkot, United States of America
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