Wealth Relationship Manager Mutual Fund Sales | Icici Prudential Amc
- Talentinsightful
- 7 - 12 years
- Hyderabad
- 7 months ago
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Job Description
Role & responsibilities
Wealth Relationship Manager Mutual Fund Sales (HNI Clients)
Locations: Mumbai & Hyderabad
Client: ICICI Prudential Asset Management Company
Hiring Partner: Talentinsightful
Job Locations:
- Mumbai 5 Openings
- Hyderabad 4 Openings (High Priority)
Note: Only local candidates preferred. No relocation requests will be entertained.
Compensation:
CTC Range: 12.00 LPA 18.00 LPA (Based on experience and location)
Only candidates with a current CTC of 7.00 LPA or more will be considered.
Eligibility Criteria:
- Experience: 615 years in Wealth Management, Mutual Fund Sales, or HNI Relationship roles
- Qualification: Any Graduate
- Certifications (Mandatory):
- NISM Series VA Mutual Fund Distributors
- NISM Series XXI A Portfolio Management Services
- Communication: Excellent English is essential
- Job Stability: Preference given to candidates with stable career records
- Age Limit: Up to 36 years
Key Responsibilities:
- Acquire and manage a portfolio of HNI clients to sell mutual fund and wealth products
- Conduct portfolio reviews and suggest investment strategies tailored to client goals
- Drive upselling and cross-selling of MF products to increase wallet share
- Maintain regular client engagement and act as a trusted investment advisor
- Meet assigned revenue and product mix targets across asset classes
- Ensure high compliance standards and seamless service delivery
Preferred Candidate Background:
- Mutual Funds / Asset Management Companies
- Wealth Management Firms or Private Banks
- HNI Acquisition, PMS, or Investment Advisory roles
- Exposure to handling affluent clients and complex portfolios
Do NOT Apply If:
- Your experience is less than 6 years
- Youre earning less than 7.00 LPA currently
- You lack NISM VA or NISM XXI A certification
- Youre not based in Mumbai or Hyderabad
How to Apply:
Email your resume to du****h@ta*************l.com
Or WhatsApp your CV to 7821854*** for immediate consideration.
Preferred candidate profile
Job Classification
Industry: Financial Services (Asset Management)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Mutual Fund OperationsEmployement Type: Full timeContact Details:
Company: TalentinsightfulLocation(s): Hyderabad
Keyskills: Mutual Fund Sales HNI Sales Relationship Manager NISM VA Wealth Manager Investment Advisor BFSI PMS AMC Affluent Banking Asset Management
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