Rm Mutual Fund Ultra Hni Client Handling(Amc)

1 week 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.

  • Rms Executive

    7 days ago

    Ludhiana, India FINDOC INVESTMART PVT. LTD. Full time

    **RMS Executive** **_1_** **Responsibilities**: **Key Responsibilities**: - Analyze and evaluate the potential risks associated with stock market investments - Handling Live RMS rejection and live limit - Develop and implement risk management strategies for the clients - Monitor and report on market trends and provide recommendations for risk mitigation -...

  • Amc Executive

    2 weeks ago

    Ludhiana, Punjab, India Varuni Associate Full time

    AMC Executive Qualification Graduation (Any Stream)/ preferred Technical Background Exp: 2-3yr Good Communication skills & Cordination skills Basic knowledge of excel & documentation Able to handle client communication & work in a fast paced environment Timing 9-6 Location Near Alamgir Road Ludhiana For immediate response contact at...

  • Strategic Client Growth Specialist

    1 week ago

    Ludhiana, Punjab, India beBeeRelationshipManager Full time ₹ 1,20,00,000 - ₹ 2,40,00,000

    Our goal is to make wealth creation accessible and straightforward for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).We strive to provide a transparent, data-driven, and objective approach to financial success, specializing in wealth growth, risk management, tax planning, and estate planning.Certified as a 'Great Place to...

  • Service Manager- Equity Dealer

    3 days ago

    Ludhiana, India Swastika Investmart Full time

    NISM 8- Required Trading & Execution Execute Equity, Derivatives, Commodity, and Currency trades with speed and accuracy. Handle DTC, MTF, and Mutual Fund transactions; monitor Algo Trading systems. Ensure error-free order placement and confirmations on recorded lines. Client Servicing & Relationship Management Provide real-time trade updates and support on...

  • Store Keeper

    4 days ago

    Ludhiana, India Chocovic Full time

    All Type Raw material Receiving and issuance control. *Raw material Transferring and Dispatch control. *Vehicle Loading/unloading control (RM/FG/Store). *Raw material/F.G/Store all type material Receiving/ issuance in system update. *Looked at the dispatch billing (RM/FG/Store). *Supervised the Raw Material and Completed Product handling. *All type...

  • Relationship Manager(Vice President)

    1 week ago

    Ludhiana, Punjab, India Anand Rathi Wealth Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Company DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax planning,...

  • Relationship Manager(Vice President)

    1 week ago

    Ludhiana, Punjab, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax planning,...

  • Relationship Manager(Vice President)

    1 week ago

    Ludhiana, Punjab, India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax...

  • Branch Manager

    7 days ago

    Jaipur, Ludhiana, India Aditya Birla Capital (ABCL) Full time ₹ 1,50,000 - ₹ 28,00,000 per year

    To manage the affairs of the respective branch & increase the business by penetrating deeper in the branch geography, ensuring successful operations & formulating plans for better client servicing through that branch.The product portfolio includes broking products & services and other investment products like mutual funds, life insurance, health...

  • Equity Dealer

    2 weeks ago

    Ludhiana, Punjab, India Swastika Investmart Full time US$ 80,000 - US$ 1,20,000 per year

    KEY RESPONSIBILITIES Trading & Execution: Execute equity, commodity, and derivatives trades with accuracy and efficiency. Handle high-volume trading, including DTC (Delivery Trading Contract), MTF (Margin Trading Facility), and MF (Mutual Fund) transactions. Operate and monitor Algo Trading systems; ensure timely execution of automated strategies. Client...