Relationship Manager - (CEC )B2C - Mutual funds

Job Description

Greetings from avani Consultancy ! We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Location: Bangalore Hyderabad, Chennai Interested Candidates, can share resume to Hemalatha In whatsapp - 7200031602 / in mail -hemalatha@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 Daisy In whatsapp - 7200031602 / in mail - hemalatha@avaniconsulting.com Call/text - 7200031602 (Hema) - for details/for referrence