Rm - Customer Engagement - Mutual Fund (Amc)

2 weeks ago

Hyderabad, India Avani Consulting Full time

**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 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.
- Palvi Sharma
- 7888424464

Graduate with 1 - 5 Years experience in Mutual Fund
- Role:_Trading, Asset & Wealth Management - Other
- Salary:_ 4,00,000 - 5,00,000 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
- Mutual FundsMutual FundInvestment PlanningSales AchievementRelationship ManagementFinanceFinancial ProductsMFHNI Client HandlingCustomer AcquisitionCustomer Engagement

Education
- UG:_Any Graduate

**Company Profile**:
Avani Consulting
- Leading Recruitment Consulting Company in India.

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