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Mutual Fund Sales- Relationship Manager -In leading AMC

4.0 - 8.0 years

7 - 11 Lacs

Dehradun, Ahmedabad, Vadodara

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Mutual Funds Sales HNI Acquisition Amfi NISM Wealth Management Amcs Portfolio Management Cross Selling Client Acquisition Third Party Products HNI Client Handling HNI Sales TPP PMS Asset Management Investment Products

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 to In whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Call/text - 9892371246 - for details/for referrence

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Avani Consulting
Avani Consulting
www.avaniconsulting.com

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