Relationship Manager-Mutual fund sales- In AMC

1 week ago


Bareilly Dehradun Moradabad, India Avani Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • To up sell AMC 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.

Preferred candidate profile

  • Any Graduate with 5 to 10 Years experience in MF sales.
  • Preference to NISM Certified candidates with experience in managing Retail/HNI

Clients, with in depth knowledge of Mutual Funds.


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