Business Manager B2B For Mutual fund

3 days ago

Ahmedabad Indore Varanasi, India Avani Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

Roles and Responsibilities

  • To promote all the product line of Mutual Fund/Financial Assets
  • To up sell Mutual Fund products (B2B sales)
  • To generate fresh leads and acquire clients through reference to shore up the clientele
  • Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients
  • To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
  • Develop and maintain a long-term relationship with Channel partner
  • One point of contact for the assigned client
  • To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Preferred candidate profile

NISM V A mandatory

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