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Rm Mutual Fund Ultra Hni Client Handling(Amc)

2 months ago

Ludhiana, India Avani Consulting Full time

**Role & responsibilities**

Ultra HNI RM- Customer Engagement.
- 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.

Retail/HNI Clients, with in depth knowledge of Mutual Funds

NISM Certified
- Role:_Sales Head (B2C)
- Salary:_ 4.5-6.5 Lacs P.A.
- Industry:_Investment Banking / Venture Capital / Private Equity
- Functional Area_Sales & Business Development
- Role Category_Retail & B2C Sales
- Employment Type:_Full Time, Permanent
- Key Skills
- Mutual Funds Sales
- NISMmfHNI Client Handling
- Skills highlighted with ‘‘ are preferred keyskills

Education
- UG:_Any Graduate

**Company Profile**:
Avani Consulting

Leading Asset Management Company.

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