Affluent Relationship Manager

Avani Consulting; Pune District, Mumbai, Rajkot; On-site; INR 400,000 - 1,200,000; Full time

Job summary

Avani Consulting is seeking a Relationship Manager to handle Retail and HNI clients across Rajkot, Pune, and Mumbai. The role focuses on selling mutual funds, providing investment advice, and sustaining client relationships with high service levels.

The position targets growth in assets under management and client net worth through proactive portfolio management. Ideal candidates have 4–11 years of experience in mutual funds, with a proven track record in upselling, client profiling, and

Qualifications

• 4–11 years of experience in financial services, preferably with mutual funds.
• Proven ability to up-sell and meet sales targets in MF products.
• Experience in profiling customers and providing investment advice.

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.

Job description

E experience- 4 to 11 Job location Rajkot/Pune/ mumbai all Annual offered salary 4 L acs to 12Lac Job description Relationship ManagerResponsibilities:-

• 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