
Relationship Manager
3 days ago
Greetings from avani Consultancy
We are hiring for top Asset Management Company Mutual Funds.
Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.
Location: Mumbai
Kindly go through the JD below
Role & responsibilities
CEC - customer engagement Channel - Relationship Manager B2C
Responsibilities:-
• To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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
experienced with mutual funds, managing portfolios , HNI clients
Interested Candidates, can share resume to
In whatsapp / in mail -
Call/text BEENA) - for details/for reference
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