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Relationship Manager Wealth Management / Mutual Fund Sales

1.00 to 10.00 Years Pune 31 Aug, 2026

Job Location	Pune
Education	Not Mentioned
Salary	Not Disclosed
Industry	Financial Services
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

Hello,I am Krushangi Baria from Right Match HR services Pvt. Ltd. We are Indias 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 MangerReporting to: Team LeaderQualification-Any GraduateResponsibilities:- 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 thebill, please share your updated copy of resume with your contact details mentioned, we would divulge more information regarding the position. Please share your resume onkrushangi@rightmatch.co.inor connect at hidden_mobile.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 andwe shall get in touch with youwhenever 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.

Keyskills :
wealthpmsrelationshipmanagerfundsmutual

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