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. .