More jobs:
Relationship Manager
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-08-16
Listing for:
Alankit
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Job Responsibilities
- Drive Mutual Fund sales through Lumpsum and SIP investments.
- Grow Net AUM and acquire new clients.
- Generate business through PMS, AIF, Bonds, and other wealth products
. - Manage and strengthen long-term client relationships.
- Conduct portfolio reviews and provide suitable investment solutions.
- Identify cross-selling and upselling opportunities.
- Achieve assigned AUM, revenue, SIP, and client acquisition targets
.
- Experience in Wealth Management, Mutual Funds, Banking, Broking, or Financial Services
. - Strong knowledge of investment products and financial markets.
- Excellent communication, sales, and relationship management skills.
- NISM certification preferred.
- Target-oriented with a proven ability to generate AUM and revenue.
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