Relationship Managercec-mutual Fund Sales for
7 days ago
**Roles and Responsibilities**
To up sell 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 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.
Expriences
- 3 to 7 year
**Perks and Benefits**
CEC- 7.0Lac
- Role:_Sales Manager
- Salary:_ 3,00,000 - 7,00,000 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
- HNI Salesmutual fundsHNI Client Handling
- Wealth ManagementPreferred Banking
- Skills highlighted with ‘‘ are preferred keyskills
Education
- UG:_Any Graduate
**Company Profile**:
Avani Consulting
Hiring for Relationship Manager-Mutual Fund sales For top Assets Managment company
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+91-XXXXXXXXXX
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