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Relationship Manager / Mutual Funds Sales - Top AMC - HNI Client

Avani Consulting

4.0 - 9.0 years

10 - 20 Lacs

Pune, Chennai, Bengaluru

Work from Office

Hi, Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC & TL -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 acr...

Posted 5 days ago

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Relationship Manager

Ujjivan Small Finance Bank

5.0 - 10.0 years

4 - 7 Lacs

Anand, Vadodara

Work from Office

Business Responsible annually to manage existing portfolio and acquire a new to bank portfolio of around 120 -150 Accounts. Expected to achieve the pre-fixed Net Book/ deposits growth (CASA Values & FD) for the year Expected to achieve the MOM addition of SA & CA Accounts Setting up meetings with prospective customers, ensuring that the clients are offered all products from Ujjivan including SA /CA / FD / Life Insurance/ Loan Products etc. Managing the portfolio of the customers on-boarded; ensuring their queries & requests are addressed on a timely manner; there by resulting in superior Customer Experience Customer Resolution of Queries / Requests that may come from managed CASA clients; ad...

Posted 1 week ago

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