Relationship Manager (Investments)

Were Hiring | Relationship Manager Investments (Sales-Driven Role)

About Us

Money Lancer Investments Pvt. Ltd. is a Pune-based wealth management and mutual fund distribution firm with a strong client base of 1,400+ investors , including retail, HNI, and NRI clients. Our focus is on scalable growth, disciplined investing, and long-term client relationships.

Role Overview

We are looking for a highly driven Relationship Manager Investments with a strong sales mindset to acquire new clients, grow AUM, and drive revenue through investment solutions, primarily mutual funds.

Key Responsibilities

• Acquire new clients through personal networks, references, and leads
• Drive AUM growth via SIPs, lump-sum investments, and portfolio consolidation
• Pitch mutual fund and investment products aligned with client goals
• Convert prospects into long-term clients
• Cross-sell and up-sell investment solutions to existing clients
• Conduct regular follow-ups, meetings, and reviews with clients
• Maintain pipeline, sales MIS, and target tracking
• Coordinate with operations team for smooth execution and onboarding
• Ensure compliance and documentation as per regulatory requirements

Desired Candidate Profile

• Proven experience in sales / relationship management in mutual funds or financial services
• Strong understanding of mutual fund products and investment concepts
• Target-oriented, self-motivated, and performance-driven mindset
• Strong communication, negotiation, and closing skills
• Ability to build trust and long-term client relationships
• Experience in MFD / Wealth Management / Banking / Insurance preferred