Wealth Manager

About the Company Hiring for a leading AMC through Avani Consulting About the Role Relationship Manager Mutual Funds Responsibilities 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 Qualifications Graduate / Post Graduate / MBA Minimum 2 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