10 - 15 years
10 - 18 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
Greetings from avani Consultancy !
We are hiring for top AMC.
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
experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds
well experienced with mutual funds, managing portfolios , HNI clients
Avani Consulting
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