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Relationship Manager - HNI/UHNI Mutual Funds - Top AMC

Avani Consulting

6.0 - 11.0 years

7 - 17 Lacs

Chennai, Bengaluru

Work from Office

Role & responsibilities RM Customer Engagement UHNI/HNI client Handling. To up sell AMC 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. Pre...

Posted 1 month ago

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