job opportunity- For Relationship Manager - In leading AMC

2 - 6 years

5 - 7 Lacs

Shimla, Jammu, Pune

Posted:3 months ago| Platform: Naukri logo

Apply

Skills Required

Mutual Funds Sales HNI Acquisition NISM Wealth Management HNI Sales Amcs Mutual Funds Portfolio Management B2C Sales Cross Selling Direct Sales Third Party Products Financial Advisory HNI Client Handling Amfi Relationship Management PMS

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

Mock Interview

Practice Video Interview with JobPe AI

Start Mutual Funds Sales Interview Now
Avani Consulting
Avani Consulting

Staffing and Recruiting

Dwarka Delhi

11-50 Employees

229 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    CTO

RecommendedJobs for You