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Relationship Manager - Leading Amc company / PMS/ AIF/ MF

4 - 9 years

5 - 10 Lacs

Hyderabad Mysuru Bengaluru

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Mutual Funds Sales HNI Client Handling Portfolio Management HNI Acquisition Financial Advisory Amfi NISM Wealth Management HNI Sales Ultra Hni PMS MF Wealth Relationship Equity Sales Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities • 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. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com

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