Client Relationship Manager

Role Overview

We are seeking ambitious professionals with experience in the Agency Channel and Mutual Fund industry to manage and grow relationships with High-Net-Worth (HNI) clients, sell Unit Linked Insurance Plans (ULIPs), and build connections with mutual fund distributors.

The ideal candidate is passionate about wealth management, has experience with Mutual Fund Distribution or Sales, and can apply their skills to drive business growth.

Key Responsibilities :

• Manage and grow HNI client relationships
• Sell ULIPs to high-net-worth individuals
• Build and nurture connections with mutual fund distributors
• Organize and run recruitment drives for new distributors
• Provide ongoing training and motivation to the distributor team
• Participate in joint field work, offering support and guidance to partners

Perks of the Role :

Be part of shaping the future of wealth management. Let's secure a better tomorrow, together.