Urgent Hiring For Wealth Manager(Mutual funds/PMS B2Csales) In Top AMC

2 weeks ago

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

Role & responsibilities

RM - Customer Engagement UHNI/HNI client Handling.


• To up sell ICICI Prudential 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 ICICI Prudential

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.


• Preference to NISM Certified candidates with experience in managing

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

Preferred candidate profile

NISM XXI A, NISM VA,CFA,CFP

For more details send your resume at

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