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Avani Consulting logo

Relationship Manager - Mutual fund

1 - 6 years

4 - 7 Lacs

Bhubaneswar, Muzaffarpur, Lucknow

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

NISM wealth insurance HNI Portfolio Management Cross Selling Broking affluent mutual fund Third Party Products securities Stock Broking Amfi relationship manager HNW bank TPP high net worth Stock Market preferred personal banker Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job description: 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 To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls. Call / whatsapp - +91 7355922379 mail id - taru@avaniconsulting.com

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Avani Consulting
Avani Consulting
www.avaniconsulting.com

Staffing and Recruiting

Dwarka Delhi

11-50 Employees

216 Jobs

    Key People

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    CEO

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    CTO

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