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

Avani Consulting

4 - 9 years

5 - 10 Lacs

Bengaluru Karnataka India

Posted:1 day ago| Platform: Foundit logo

Apply

Skills Required

Client Relationship Business Development Relationship Management revenue growth Market Research B2C Sales Mutual Funds

Work Mode

On-site

Job Type

Full Time

Job Description

Relationship Manager

Key Responsibilities

Upsell mutual fund products
and other financial instruments to Retail/HNI clients from an assigned database.
Generate fresh leads
through references to expand the clientele.
Achieve business targets by
upselling products
and
enhancing client net worth relationships
.
Profile customers
to provide financial products that meet their specific needs.
Serve as the
single point of contact
for assigned customers, ensuring the
highest level of service
.
Provide
investment planning and advice
to clients.
Acquire and service HNI/UHNI customers
.

Skills & Qualifications

Experience in
B2C sales
of mutual funds.
Proven experience in handling
HNI and UHNI clients
.
In-depth knowledge of
Mutual Funds
.
The ability to achieve sales and revenue targets.
NISM certification
is preferred.

More Jobs at Avani Consulting

Urgent requirment For field collection officer For top Automobile comp

Agra, Aligarh, Delhi / NCR

2 - 6 yrs

INR 1 - 3 Lacs

Car Evaluator

Hyderabad, Bangalore Rural, Bengaluru

4 - 9 yrs

INR 1 - 3 Lacs

Urgent Hiring For Field Collection Officer(Auto Loan)In Automobile

Mathura, Agra, Delhi / NCR

2 - 6 yrs

INR 1 - 3 Lacs

Production Trainee

Mysuru

Experience: Not specified

INR 1 - 3 Lacs

Qc Trainee

Mysuru

Experience: Not specified

INR 1 - 3 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.