Relationship Manager Customer Engagement @ client avani

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Relationship Manager Customer Engagement

client avani
6 - 11 years
Mumbai
6 months ago
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Job Description

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.

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Client Avani
Location(s): Mumbai

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Keyskills: NISM Mutual Funds Sales HNI Client Handling Mutual Funds MF

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₹ 10-18 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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client avani

India's Leading IT Company Best Regards, Beena Singh Key Account Manager (Mumbai) Avani Consulting a new era of recruiting. Mob: +91 9769001431 Email: beena@avaniconsulting.com

Relationship Manager Customer Engagement @ client avani

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