Investment Relationship Manager
Avani Consulting • pimpri chinchwad, maharashtra • Posted July 09, 2026
About the Role
Hiring: Investment Relationship Manager Location: Ravet, Pune Experience: 1–3 Years CTC: Up to ₹4 LPA Job SummaryWe are looking for a motivated and customer-focused Investment Relationship Manager to join our team. The ideal candidate will be responsible for acquiring new clients, growing Assets Under Management (AUM), increasing the SIP book, and building long-term relationships with customers. Key ResponsibilitiesAcquire new clients with investment potential. Grow the Assets Under Management (AUM) portfolio. Increase the SIP book from existing and new clients. Build and maintain strong relationships with clients. Reactivate inactive clients and deepen existing relationships. Achieve assigned targets for AUM, SIP, and client acquisition. Provide excellent customer service and investment support. Desired Candidate Profile1–3 years of experience in Mutual Fund Sales, Wealth Management, Investment Advisory, or Relationship Management. Good understanding of Mutual Funds, SIPs, AUM, a...