Urgent Hiring For Affluent RM/IC

1 week ago


Mumbai Rajkot Surat, India Avani Consulting Full time ₹ 9,00,000 - ₹ 19,00,000 per year

Experience- 7 to 13Job location Pune/ Mumbai all Annual offered salary 9 Lacs to 19.0Lac Job description Role & responsibilities Affluent Relationship Manager

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 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.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients

Interested one can send their updated resume at- .comOr What's app and call


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