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Team Handling - Mutual Fund Sales - In Leading AMC.

Team Handling - Mutual Fund Sales - In Leading AMC.

Avani Consulting

10 - 17 years

18 - 20 Lacs

Bengaluru

Posted:1 day ago| Platform:

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Skills Required

Team Handling Portfolio Management B2C Sales Mutual Funds Sales Wealth Management Mutual Funds Cross Selling HNI Acquisition HNI Client Handling Amfi NISM HNI Sales Amc Ultra Hni PMS Investment Advisory Senior Management Investment Portfolio Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidate, we are having opening from Leading AMC Role: TL - Relationship Manager - Customer engagement Channel Location: Bangalore Min 10 years into HNI clients handling, Mutual funds sales is required. Role & responsibilities 1. To manage a team of Relationship Managers, achieve the targets assigned to team in terms of up selling Products 2. To up sell MF products to Retail/HNI Clients of as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team Preferred candidate profile Only Wealth exprience required(Mutual fund sales) Candidate should be comfortable for B2C sales Interested one can send their updated resume at- uttam@avaniconsulting.com Or What's app and call - 9949101406

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Avani Consulting

www.avaniconsulting.com

Staffing and Recruiting

Dwarka Delhi

11-50 Employees

229 Jobs

Key People

John Doe

CEO
Jane Smith

CTO
Emily Johnson

COO

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Team Handling - Mutual Fund Sales - In Leading AMC.

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Team Handling - Mutual Fund Sales - In Leading AMC.

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