Relationship Manager Customer Engagement
Client of Avani Consulting
- Posted On: 2025-09-12 20:54:47
- Openings: 10
- Applicants: 0
Job Description
Role & responsibilities
- To up sell AMC 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.
Preferred candidate profile
- Any Graduate with 5 to 10 Years experience in MF sales.
- Preference to NISM Certified candidates with experience in managing Retail/HNI
Clients, with in depth knowledge of Mutual Funds.
More Info
Education
Any Graduate
Not Disclosed
Required Skills
NISM
Mutual Funds Sales
HNI Client Handling
Mutual funds
MF
Relationship
HNI
Engagement
Contact Details
Client of Avani Consulting
+91 987654567
info@avaniconsulting.com
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