RM Mutual Funds

Roles and ResponsibilitiesManage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) for mutual fund sales.Identify new business opportunities through networking, referrals, and market research to acquire HNI clients.Provide investment advisory services to existing and potential clients on various asset classes such as...

Job descriptionTo promote all the product line of Mutual Fund FOR HNI CLIENTTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleRM Mutual Fund Sales Customer Engagement (HNI Clients)• To up sell MF products to Retail/HNI Clients as per theassigned database, generation...

Role: - To promote all the product line of Mutual Fund in a leading BFSI company - To up sell I 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...

Hi.Openings in Leading AMC Company,Job description (Direct Channel - B2C)- Hni / Retail ClientsTo promote all the product line of Mutual Fund FOR HNI CLIENTTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleRM Mutual Fund Sales Customer Engagement (HNI Clients)To up sell...

**Roles and Responsibilities** **Responsibilities**: - To up sell AMC's 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's Products, enhancing and upgrading the Client Net worth relationships. Profiling...

**Job Overview**: A Mutual Fund Salesperson is responsible for selling mutual funds to individual and institutional clients. They work closely with investors to understand their financial goals, risk tolerance, and investment preferences to recommend suitable mutual fund products. The role involves maintaining knowledge of market trends, mutual fund...

o Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling. - Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation. - Nurture client relationships and address clients' questions regarding...

Job Description: Sales Team Lead – Financial ProductsPosition Title: Sales Team Lead – Mutual Funds & Financial InstrumentsExperience Required: 2–3 years in financial sales (mutual funds & other market instruments)Team Size Managed: 10Expected Salary: CTC 3-3.5 LPAKey ResponsibilitiesLead, motivate, and manage a team of 10 sales executives.Achieve...

Greetings from AVANICONSULTINGWe are hiring for leading companyKey AccountabilitiesResponsible for gathering assets for investment products such as mutual funds, PMS, AIF,Corporate FD, Investiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create...

1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...