Urgent Hiring RM B2C

7 days ago

Rajkot Surat, India Avani Consulting Full time ₹ 5,40,000 - ₹ 10,00,000 per year

Greetings from Avani consulting

Job description Role & responsibilities

Relationship Manager

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

Interested one can send their updated resume at-

What's app and call

Experience- 3 to 10 yrs

ctc 4.5 to 10 LPA

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