Relationship Manager

Department: Wealth Management / Mutual Funds
Industry: Banking / Financial Services

Job Purpose

The Relationship Manager will be responsible for acquiring new clients, managing retail and affluent portfolios, and driving mutual fund sales by offering suitable investment solutions aligned with client needs and risk profiles.

Key Responsibilities

• Acquire new clients through prospecting, referrals, and branch-based leads
• Build and manage long-term relationships with retail and affluent customers
• Promote and sell mutual fund products in line with bank and regulatory guidelines
• Conduct investment need analysis and risk profiling of clients
• Achieve monthly and annual sales targets for AUM and revenue
• Cross-sell financial products including SIPs, lump-sum investments, and portfolio solutions
• Maintain accurate client records and ensure KYC and compliance standards
• Provide post-sale support and...

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