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Relationship Manager Customer Engagement @ client avani

Home > Trading, Asset & Wealth Management

 Relationship Manager Customer Engagement

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.


Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Client Avani
Location(s): Mumbai

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Keyskills:   NISM Mutual Funds Sales HNI Client Handling Mutual Funds MF

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₹ 10-18 Lacs P.A

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client avani

India's Leading IT Company Best Regards, Beena Singh  Key Account Manager (Mumbai) Avani Consulting  a new era of recruiting.  Mob: +91 9769001431 Email: beena@avaniconsulting.com