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

Avani Consulting

10 - 15 years

10 - 18 Lacs

Bengaluru Karnataka India

Posted:21 hours ago| Platform: Foundit logo

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Skills Required

Client Relationship Mutual Funds Business Development Relationship Management B2C Sales

Work Mode

On-site

Job Type

Full Time

Job Description

Senior Relationship Manager

Key Responsibilities

Upsell mutual fund products
and other financial products to
Retail/HNI clients
from an assigned database.
Generate fresh leads
through references to expand the clientele.
Achieve business targets by
upselling AMC products
and
enhancing client net worth relationships
.
Profile customers
to provide financial products that meet their specific needs.
Ensure the
highest levels of service
to clients, particularly HNI customers.
Provide comprehensive
investment planning and advice
.
Achieve
sales and revenue targets
across a diverse product mix.
Act as the
single point of contact
for assigned customers.
Focus on the
acquisition and servicing of HNI/UHNI customers
.

Skills & Qualifications

Well-experienced with
mutual funds
and
managing portfolios
.
Proven experience in handling
Retail and HNI clients
.
In-depth knowledge of
Mutual Funds
.
Strong skills in
client profiling, financial product recommendation, and investment planning
.
Excellent
customer service and relationship-building abilities
.

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