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Wealth Relationship Manager Mutual Fund Sales | Icici Prudential Amc @ Talentinsightful

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 Wealth Relationship Manager Mutual Fund Sales | Icici Prudential Amc

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 & Trading
Role Category: Trading, Asset & Wealth Management
Role: Mutual Fund Operations
Employement Type: Full time

Contact Details:

Company: Talentinsightful
Location(s): Hyderabad

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Keyskills:   Mutual Fund Sales HNI Sales Relationship Manager NISM VA Wealth Manager Investment Advisor BFSI PMS AMC Affluent Banking Asset Management

 Fraud Alert to job seekers!

₹ 12-18 Lacs P.A

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TalentInsightful is a dynamic recruitment and staffing agency based in Pune, Maharashtra. We specialize in connecting top-tier talent with leading organizations across India. With a decade of experience in the service industry, we understand that people are not just resourcesthey are the key drivers...