RM Mutual Funds - up To 10 Lacs

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.
  
• Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.
  
• Provide investment advisory services to existing and potential clients on various asset classes such as equity, debt, fixed income securities, private equity funds, real estate funds, etc.
  
• Develop and maintain strong relationships with existing HNI clients by understanding their financial goals and providing tailored solutions.
  
• Collaborate with internal teams to ensure seamless execution of transactions and resolution of client queries.