Jobs
Interviews
Avani Consulting logo

Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC

4 - 9 years

4 - 9 Lacs

Hyderabad Chennai Bengaluru

Posted:1 month ago| Platform: Naukri logo

Apply

Skills Required

HNI Mutual Funds Sales NISM Wealth Management Relationship Manager Upsell Premier Banking Private Banking Cross Selling Cross Sales Upselling Lead Generation Direct Selling Ulip PMS MF Asset Management Investment Advisory RM SIP Casa Sales Preferred Banking Aif Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hi.

Openings in Leading AMC Company,

To promote all the product line of Mutual Fund FOR HNI CLIENT

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

RM Mutual Fund Sales Customer Engagement (HNI Clients)

  • 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

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.

More Information Contact HR, Srinivas.

Call & WhatsApp :- 7386568139

Share Updated resume,

srinivas@avaniconsulting.com

More Jobs at Avani Consulting

Urgent requirment For field collection officer For top Automobile comp

Agra, Aligarh, Delhi / NCR

2 - 6 yrs
|

INR 1 - 3 Lacs

Car Evaluator

Hyderabad, Bangalore Rural, Bengaluru

4 - 9 yrs
|

INR 1 - 3 Lacs

Urgent Hiring For Field Collection Officer(Auto Loan)In Automobile

Mathura, Agra, Delhi / NCR

2 - 6 yrs
|

INR 1 - 3 Lacs

Production Trainee

Mysuru

Experience: Not specified

|

INR 1 - 3 Lacs

Qc Trainee

Mysuru

Experience: Not specified

|

INR 1 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store
coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Avani Consulting logo
Avani Consulting

Staffing and Recruiting

Dwarka Delhi

RecommendedJobs for You

Avani Consulting logo

Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC

Avani Consulting

Hyderabad, Chennai, Bengaluru

Avani Consulting logo

Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC

Avani Consulting

Chennai, Bengaluru

Ashika Group logo

Wealth Manager

Ashika Group

Kolkata, West Bengal, India

Wealth Manager

RISHI JOBS

Surat

Eureka Stock & Share Broking Services Ltd. logo

Wealth Manager

Eureka Stock & Share Broking Services Ltd.

India

NIRMAL BANG SECURITIES PRIVATE LIMITED logo

Wealth Manager

NIRMAL BANG SECURITIES PRIVATE LIMITED

Mumbai, Maharashtra, India

Green Portfolio logo

Wealth Manager

Green Portfolio

Gurugram, Haryana, India

ASP Finserv logo

Wealth Manager

ASP Finserv

Mumbai, Maharashtra, India

Aditya Birla Capital logo

Wealth Manager

Aditya Birla Capital

Delhi, Delhi, India

BOSSBERRY LEARNING logo

Wealth Manager

BOSSBERRY LEARNING

Pune, Maharashtra, India