Hiring -RM - Mutual Fund Sales (Hni Clients)B2C-ON Role - Leading AMC

2 weeks ago


Bengaluru Chennai Hyderabad, India Avani Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job description

To promote all the product line of Mutual Fund FOR HNI CLIENT

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

RM Mutual Fund Sales Customer Engagement (HNI Clients)


• 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

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.

More Information Contact HR, Srinivas.

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