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Avani Consulting logo

Hiring|| Relationship Manager || Mutual Fund Acquisition|| AMC|| B2C

5 - 10 years

6 - 15 Lacs

Hyderabad Bengaluru Mumbai (All Areas)

Posted:1 month ago| Platform: Naukri logo

Apply

Skills Required

New Client Acquisition Mutual Funds Sales NISM Portfolio Management Cross Selling Cross Sales Third Party Products HNI Client Handling Revenue Generation Business Acquisition Wealth Management HNI Sales PMS Franchisee Acquisition Aif Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

hiring for leading AMC

Role & responsibilities

Job Description of Relationship Manager

CEC 

Responsibilities:

promote

up sell

generate fresh leads

To achieve sales and revenue targets spread across product mix

achieve

upgrading

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

service to the client /HNI clients

One point

execute monthly sales plan to acquire HNI/UHNI clients

through regular weekly / monthly calls

Preferred candidate profile

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI

Certification (Mandatory): Must be NISM Certified

Reporting to: Channel Manager

CTC 6.5 LPA to 15 LPA plus attractive incentive

Interested candidate's share your cv in mail or wats app

Mail anusha@avaniconsulting.com

WAtsapp 9003875895

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