Urgent Hiring For Wealth Manager B2C sales (Mutual Fund )In Top AMC

Avani Consulting

6 - 11 years

6 - 14 Lacs

Ahmedabad Bengaluru Mumbai (All Areas)

Posted:3 days ago| Platform:

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Skills Required

HNI Sales Mutual Funds Sales NISM Mutual Funds Portfolio Management HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Experience- 7

Job location Pune/ Mumbai all Annual offered salary

Role & responsibilities

Relationship ManagerResponsibilities:-

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 FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients

Interested one can send their updated resume at- anusha@avaniconsulting.com

What's app and call - 9003875895

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