Relationship Manager

3 days ago


Mumbai, Maharashtra, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

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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