Loan Sales Executive / Loan Relationship Manager

Mutual Fund Sales Executive / Wealth Relationship Manager   Location: Mumbai Industry: Wealth Management / Financial Services   Role Summary   This role focuses on acquiring and managing investment clients for mutual fund products. The Wealth Relationship Manager is responsible for building SIP portfolios, generating lump sum investments, and managing long-term wealth relationships with retail and HNI clients.   Key Responsibilities Client Acquisition & Portfolio Building Acquire new clients for mutual fund investments Build SIP-based investment portfolios Generate lump sum investments from retail and HNI clients Convert leads into long-term investment relationships Investment Advisory & Relationship Management Understand client financial goals and risk appetite Suggest suitable mutual fund schemes (equity, debt, hybrid) Maintain and grow AUM (Assets Under Management) Ensure client retention through regular engagement SIP & Investment Target Management Achieve monthly SIP booking targets Maintain disciplined inflow of new investments Cross-sell additional investment products where applicable Market & Product Awareness Stay updated with: Mutual fu…