Relationship Manager - Wealth/Mutual Fund Distribution

AMC | Hyderabad & Telangana:

Position: Relationship Manager - Wealth

Location: Hyderabad & Telangana

Department: Sales / Wealth Management

Reporting To: AVP & Team Lead

Role Overview:

We are looking for a Relationship Manager to manage and grow the business across Hyderabad & Telangana. The role will focus on client servicing, relationship management and new client acquisition, with a strong emphasis on building relationships across PBG (Private Banking Group) and Wealth Counters.

Key Responsibilities:

• Manage and strengthen relationships with HNI/UHNI clients, wealth managers and private banking channels.
• Drive client acquisition, business development and revenue growth across the assigned territory.
• Generate business through PBG, wealth counters and other relevant distribution channels.
• Provide regular client servicing and investment support, ensuring a high-quality client experience.
• Identify client requirements and recommend suitable Mutual Fund / investment products based on their needs.
• Build and maintain strong relationships with Private Bankers, Wealth Managers, RMs and other channel partners.
• Drive AUM growth, SIPs, lump-sum investments and product penetration within the assigned market.
• Conduct regular meetings with clients and channel partners to understand requirements and identify business opportunities.
• Track market trends, competitor activity and distributor/client feedback to identify growth opportunities.
• Coordinate with internal teams for smooth execution, transaction support and resolution of client queries.
• Maintain regular sales reports, pipeline updates and MIS for the assigned territory.
• Ensure adherence to AMFI, SEBI and internal compliance guidelines while conducting business.

Candidate Requirements:

• Graduate/Postgraduate in Finance, Commerce, Business Management or a related field.
• 3-8 years of relevant experience in Mutual Funds, AMC, Wealth Management, Private Banking or Financial Services.
• Experience in client servicing as well as client acquisition is mandatory.
• Strong exposure to PBG / Private Banking / Wealth Counters will be preferred.
• Good understanding of Mutual Funds and investment products.
• Strong relationship management, communication and negotiation skills.
• Proven ability to generate business and build a strong client/channel network.
• Good understanding of the Hyderabad & Telangana market will be an advantage.
• Ability to independently manage relationships and deliver business targets.

Key Skills:

Relationship Management | Client Acquisition | Client Servicing | Mutual Funds | Wealth Management | PBG | Private Banking | Wealth Counters | AUM Growth | Business Development | Channel Management | HNI/UHNI Clients | Distributor Management | Sales & Revenue Growth | Investment Products

Ideal Candidate Profile:

The ideal candidate would be someone currently working with an AMC, Wealth Management firm, Private Bank or Financial Services company, who has experience handling PBG/wealth channels and HNI clients, with a demonstrated ability to service existing relationships while also acquiring new clients and growing AUM.