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RM Customer Engagement - Mutual Fund (AMC) @ Avani consulting

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 RM Customer Engagement - Mutual Fund (AMC)

Job Description

:

Responsibilities:-
To up sell AMC's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets assigned in terms of up selling AMC's Products, enhancing and upgrading the Client Net worth relationships.
Profiling customers and provide financial products to meet customer needs
Ensuring the highest levels of service to the client /HNI customers
Providing Investment planning and advice
Achieving sales and revenue targets spread across product mix
One point contact for the assigned customer
Acquisition & Servicing of HNI/UHNI customers.
Preference to NISM Certified candidates with experience in managing
Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Candidate Profile:

Graduate with 1 - 5 Years experience in Mutual Fund

Experience:1 to 5 years

Annual CTC: Rupees 4,00,000 to 5,00,000

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: RM Customer Engagement - Mutual Fund (AMC)

Contact Details:

Company: Avani Consulting
Location(s): Multi-City, India

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Keyskills:   amc mutual funds relationship management cross selling investment

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₹ 2.5 - 3.0 Lakh/Yr

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