Rm - Customer Engagement - Mutual Fund (Amc)

23 hours 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.



  • Bengaluru, Chennai, Hyderabad, India Avani Consulting Full time US$ 6,00,000 - US$ 12,00,000 per year

    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...


  • Bengaluru, Chennai, Hyderabad, India Avani Consulting Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    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...

  • Mutual Fund Sales

    1 week ago


    Hyderabad, India Avani Consulting Full time

    **Roles and Responsibilities** Responsible for Sales for the assigned set of Bank's, ND's and IFA's & Advising the them on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance Responsible for providing best in class service for the assigned distributors...

  • RM Mutual Funds

    7 days ago


    Hyderabad, Telangana, India Wego Consultants Full time US$ 60,000 - US$ 1,20,000 per year

    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...

  • Mutual Fund Sales

    7 days ago


    Hyderabad, India Talent Stock Solutions Full time

    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...


  • Ahmedabad, Hyderabad, India Union MUTUAL FUND Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesAchieve Gross Sales and Net AUM growth in low-margin products as per business targets. Expand the client base by onboarding new investors in low-margin products. Deliver overall sales targets across both high-margin and low-margin products. Promote AMC products effectively through multiple distribution channels. Engage with clients...


  • Kondapur, Hyderabad, Telangana, India Shares Bazaar Private Limited Full time ₹ 3,00,000 - ₹ 3,50,000 per year

    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...


  • Hyderabad, Telangana, India Avani Consulting Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    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...


  • Bengaluru / Bangalore, Chennai, Hyderabad / Secunderabad, Telangana, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Job DescriptionAs a top-performing sales professional, you will be responsible for cultivating and maintaining relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to drive mutual fund sales.Identify and capitalize on new business opportunities through strategic networking, referrals, and market research to expand your client...

  • Mutual Fund

    1 week ago


    Hyderabad, India Avani Consulting Full time

    **Roles and Responsibilities** Responsible for Sales from assigned distributors/Banks, advising them on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling MBA in Marketing/Finance with 1-4 years experience in BFSI Sales/Customer...