Relationship Manager

About the Company Hi, Hiring for a Leading Top AMC Company through Avani Consulting About the Role Relationship Manager Mutual Funds Sales B2B & B2C Responsibilities - B2B Promote the complete range of Mutual Fund products Upsell investment products to Retail / HNI / UHNI clients Generate fresh leads through references and build strong client relationships Achieve sales and revenue targets across products Enhance and manage client net-worth relationships Profile customers and provide customized investment plans and financial advice Ensure high service standards for assigned clients Act as a single point of contact for mapped clients Execute monthly sales plans and maintain regular follow-ups Responsibilities - B2C 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 MF, PMS, 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. Qualifications Graduate / Post Graduate / MBA Minimum 1 years of experience in AMC / Securities / Broking Company (Mandatory) NISM Certification (added as advantage) Required Skills Strong communication and presentation skills Sales and relationship management expertise Preferred Skills Experience in managing Retail/HNI Clients In-depth knowledge of Mutual Funds More Information Contact HR, Srinivas. Call & WhatsApp :- 7386568139 Share Updated resume, [email protected] Equal Opportunity Statement We are committed to diversity and inclusivity.