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Sr. Relationship Manager - Mutual Funds - Top Amc - Hni Client @ Avani consulting

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 Sr. Relationship Manager - Mutual Funds - Top Amc - Hni Client

Job Description


Greetings from avani Consultancy !


We are hiring for top AMC.


Role & responsibilities

CEC - customer engagement Channel - Relationship Manager (B2C)


Responsibilities:-

To up sell 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 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.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds


Preferred candidate profile

well experienced with mutual funds, managing portfolios , HNI clients


drop resume - 9949101*** /ut**m@av************g,com (WhatsApp/mail)

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Avani Consulting.
Location(s): Hyderabad

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Keyskills:   Portfolio Management Mutual Funds Sales HNI Acquisition NISM B2C Corporate Selling HNI Client Acquisition Priority Banking Institutional Sales Family Office HNI Clients handling Wealth Management HNI Sales Relationship Management PMS MF Investment Advisory RM

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₹ 10-18 Lacs P.A

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