Relationship Manager - B2C Segment - Mutual Fund

Relationship Manager - B2C Segment

About the role:

- They are launching a new vertical focused on HNI B2C business, and are looking for experienced professionals to be part of this expansion.

- Direct engagement with HNI and UHNI clients for wealth creation and investment solutions.

- Upselling and cross-selling Mutual Fund products and portfolio offerings.

- Building and maintaining strong client relationships through personalized investment advisory.

- Driving business growth in the B2C HNI segment.

- Sourcing new client with managing existing client

Note: It is Opening for Pan Mumbai Location. Looking for Only Mutual Fund Company candidate with b2c channel experience