Hiring relationshipmanager mutual Funds Sales

1 week ago


Kolkata, West Bengal, India Avani Consulting Full time

Roles and Responsibilities

Responsibilities:

To promote all the product line of Mutual Fund

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience:
Graduate/Post Graduate/MBA
with minimum 1years of experiance

Certification (mandatory): Must be NISM Certified

Qualification & Experience:
Graduate/Post Graduate/MBA

Desired Skill:
Should posses effective communication and presentation skills

Ability to convince and negotiate with a confident and determined approach

Should be highly self motivated and ambitious in achieving goals

Should be capable of thriving in the competitive market

Should be able to work in team and also perform independently

Work Status:
Full Time

Perks and Benefits
CTC 2-7 LPA+Bonus+INcentives

  • Role:_MF Distributer / Advisor
  • Salary:_ 27 Lacs P.A.
  • Industry:_Investment Banking / Venture Capital / Private Equity
  • Functional Area_BFSI, Investments & Trading
  • Role Category_Trading, Asset & Wealth Management
  • Employment Type:_Full Time, Permanent
  • Key Skills
- mutual funds salesnism
- crosssellingHni clients Acqusitionhni client handling

  • Skills highlighted with '' are preferred keyskills
Education

  • UG:_Any Graduate

Company Profile:

Avani Consulting

FOR MORE DETAILS CONTACT
Contact
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