Relationship Manager-(CEC-Direct Channel) Mutual Fund Sales in AMC

2 weeks ago


Bhopal, Madhya Pradesh, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Dear Candidate,

We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.

Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:-
• To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , 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 4th QUARTER TECHNOLOGIES PVT. LTD.INFIBEAM AVENUES

Lipi Data Systems Pvt. Ltd

  • Acquisition & Servicing of HNI/UHNI customers.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile experienced with mutual funds, managing portfolios , HNI clients Interested Candidates, can share resume to In whatsapp / in mail - Call/text for details/for referrence


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