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Customer Engagment Channel Leading Asset Management Firm_ Mumbai

Fresher   Mumbai City   28 Dec, 2025
RightMatch HR Services Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Company: Leading Asset Management Firm.Role: Customer Engagement Channel.Experience: 3 - 10yrs of core experience in Mutual Fund Sales / Wealth Products.Industry Experience: BFSI Industry.Education: Any Graduate / Post graduate (CA/ CFA/ MBA preferred)Location: Mumbai.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.If you think that you fit the bill, please share your updated copy of your resume with your contact details mentioned and we will divulge more information regarding the position.Please share your resume on hidden_email or can call on hidden_mobile

Keyskills :
wealth managementhni saleshni client handlingmutual funds

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