Relationship Manager

2 weeks ago


Mumbai, India Avani Consulting Full time

Greetings from avani Consultancy

We are hiring for top Asset Management Company Mutual Funds.

Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.

Location: Mumbai

Kindly go through the JD below

Role & responsibilities

CEC - customer engagement Channel - Relationship Manager B2C

Responsibilities:-


• To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 profile

experienced with mutual funds, managing portfolios , HNI clients

Interested Candidates, can share resume to

In whatsapp / in mail -

Call/text BEENA) - for details/for reference



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