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Urgent Hiring For Wealth Manager Mumbai (Mutual Fund Sales)In Top AMC

6 - 11 years

7 - 17 Lacs

Mumbai Suburban Thane Mumbai (All Areas)

Posted:3 weeks ago| Platform: Naukri logo

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Skills Required

B2C Sales Mutual Funds Sales HNI Sales burgundy Mutual Funds Portfolio Management Portfolio Management Services Alternative Investments Channel Management HNI Client Handling Structured Products Distribution Strategies NISM Wealth Management Ifa Channel PMS AIF

Work Mode

Work from Office

Job Type

Full Time

Job Description

Experience- 7 to 15 Job location Pune/ Mumbai all Annual offered salary 7 L acs to 19.0Lac Job description 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 Funds Preferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients Interested one can send their updated resume at- aanchal@avaniconsulting.com What's app and call -9917283370

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