Relationship Manager - UHNI/HNI (Wealth) Avani Consulting

3.0 - 8.0 years

6 - 16 Lacs

gurugram, delhi / ncr, mumbai (all areas)

Work from Office

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling 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 ...

Posted 2 months ago

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Team Leading Role - Wealth/Investment Products- Jharkhand Avani Consulting

8.0 - 13.0 years

10 - 16 Lacs

jamshedpur

Work from Office

1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling AMC Products 2. To up sell products to Retail/HNI Clients, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest ...

Posted 3 months ago

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Investment Counselor (Wealth) - Patna Avani Consulting

3.0 - 8.0 years

10 - 16 Lacs

Patna

Work from Office

Role Purpose: Responsible to enable sales by leveraging product knowledge and supporting the sales team. Primarily responsible for conducting product trainings and knowledge sessions for internal employees and distributors and achieving product level targets for the assigned Region. To be the Single point of contact for all Product related queries in the Region Key Accountabilities: 1) Responsible for Concept Selling across the region, leveraging distributor relationships 2) Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda 3) To conduct Regular Training and Knowledge Sessions...

Posted 5 months ago

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