Investment Relationship Manager
Avani ConsultingFixed
₹15,000 - ₹40,000
Average Incentives*
₹10,000
Earning Potential
₹50,000
Fixed
₹15,000 - ₹40,000
Average Incentives
₹10,000
Earning Potential
₹50,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 1 year
Basic EnglishJob highlights
Urgently hiring
2 applicants
Job Description
Hiring: Investment Relationship Manager📍 Location: Ravet, Pune
💼 Experience: 1–3 Years
💰 CTC: Up to ₹4 LPA
Job SummaryWe are looking for a motivated and customer-focused Investment Relationship Manager to join our team. The ideal candidate will be responsible for acquiring new clients, growing Assets Under Management (AUM), increasing the SIP book, and building long-term relationships with customers.
- Key ResponsibilitiesAcquire new clients with investment potential.
- Grow the Assets Under Management (AUM) portfolio.
- Increase the SIP book from existing and new clients.
- Build and maintain strong relationships with clients.
- Reactivate inactive clients and deepen existing relationships.
- Achieve assigned targets for AUM, SIP, and client acquisition.
- Provide excellent customer service and investment support.
- Desired Candidate Profile1–3 years of experience in Mutual Fund Sales, Wealth Management, Investment Advisory, or Relationship Management.
- Good understanding of Mutual Funds, SIPs, AUM, and investment products.
- Strong communication, relationship-building, and sales skills.
- Self-motivated, target-oriented, and customer-focused.
- NISM/AMFI certification will be an added advantage.
Key SkillsRelationship Management | Mutual Funds | SIP | AUM | Wealth Management | Investment Sales | Client Acquisition | Financial Advisory | Cross Selling | Customer Relationship
If you're looking to build your career in the investment and wealth management industry, we'd love to hear from you!
📩 Send your updated resume to: sylvia@avaniconsulting.com
📞 Contact: 9360654952
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The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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