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Relationship Manager

Relationship Manager

Avani Consulting

6 - 11 years

|

4 - 9 Lacs

hyderabad chennai bengaluru

Posted:1 week ago| Platform:

Apply

Skills Required

mutual funds nism wealth management relationship management pms mutual funds sales mf mutual fund distributor aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Upsell Mutual Fund products to Retail and HNI clients from the assigned database
Generate new leads through client references
Achieve assigned sales, AUM, and revenue targets
Profile customers and recommend suitable investment solutions
Provide investment planning and advisory services
Act as a single point of contact for assigned clients
Ensure high levels of customer service and relationship management
Acquire, service, and retain HNI/UHNI clients

Preferred candidate profile

Experience in handling Retail/HNI clients
Strong knowledge of Mutual Funds
NISM Certification preferred
Good communication and relationship management skills
Target-driven and customer-focused approach

Interested candidates contact Hemalatha-7200031602

hemalatha@avaniconsulting.com

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Avani Consulting

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Dwarka Delhi

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