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Avani Consulting
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RM -Wealth / Investment Products- Mutual fund

RM -Wealth / Investment Products- Mutual fund

Avani Consulting

4 - 9 years

8 - 12 Lacs

pune ahmedabad vadodara

Posted:12 hours ago| Platform:

Apply

Skills Required

mutual funds sales nism new client acquisition portfolio management cross selling b2c sales third party products insurance sales new business development business acquisition wealth management lead generation relationship management pms new business acquisition aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from AVANICONSULTING

We are hiring for leading AMC company

Key Accountabilities

To promote all the product line of l Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
Profiling customers and provide Investment plan & financial advice to the client/HNI clients
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory): Must be NISM Certified

More Information & Interested candidates can share resume to

HR ANUSHA - 9003875895(Call / WhatsApp)

Mail - anusha@avaniconsulting.com

Attractive ctc plus bonus

ctc 5 to 10 lpa

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