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Avani Consulting logo

Sr. Relationship Manager - Mutual Funds - Top AMC - HNI Client

10 - 15 years

10 - 18 Lacs

Hyderabad Bengaluru

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Portfolio Management Mutual Funds Sales HNI Acquisition NISM B2C Corporate Selling HNI Client Acquisition Priority Banking Institutional Sales Family Office HNI Clients handling Wealth Management HNI Sales Relationship Management PMS MF Investment Advisory RM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) 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 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 well experienced with mutual funds, managing portfolios , HNI clients drop resume - 9949101406 /uttam@avaniconsulting,com (WhatsApp/mail)

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