Relationship Manager

1 week ago


Bengaluru, Karnataka, India Avani Consulting Full time ₹ 4,00,000 - ₹ 6,00,000 per year

Greetings from avani Consultancy

We are hiring for top AMC.

Role & responsibilities

CEC - customer engagement Channel - Relationship Manager (B2C)

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 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.

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

Preferred candidate profile

well experienced with mutual funds, managing portfolios , HNI clients

drop resume /,com (WhatsApp/mail)



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