Hiring- Hni acquisition RM

7 days ago


Pune Rajkot Surat, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role & 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 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

Need minimum 3Years of experience in Mutual funds sales(B2C)

HNI&UHNI Client handling

Interested candidates can contact ANUSHA HR

Mail-


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