Relationship Manage-r B2C Channel

Avani Consulting; Ahmedabad District, Surat, Vadodara; On-site; INR 500,000 - 900,000; Full time

Job summary

Avani Consulting in Ahmedabad district, India, seeks a Relationship Manager CEC to manage and grow Retail & HNI/UHNI client relationships and drive Mutual Fund sales.

You will provide investment planning and advisory, become the single point of contact, and work to meet sales targets while delivering high-quality client servicing. NISM V-A certification is preferred.

Qualifications

• Experience in Mutual Funds / Wealth Management
• Strong knowledge of mutual fund products and investments
• Excellent communication and relationship management skills

Responsibilities

• Manage & grow relationships with Retail/HNI/UHNI clients
• Drive mutual fund sales, upselling & cross-selling
• Generate new business through references and fresh leads
• Understand client profiles and recommend suitable investment solutions
• Provide investment planning & advisory based on client needs
• Achieve assigned sales & revenue targets
• Ensure high-quality client servicing and act as the single point of contact
• Focus on HNI/UHNI acquisition, relationship enhancement & servicing

Skills

Mutual Funds

Wealth Management

HNI Client Handling

Relationship Management

Education

NISM V-A certified

Job description

Role: Relationship Manager CEC
Segment: Retail & HNI Clients | Mutual Funds

Key Responsibilities:

• Manage & grow relationships with Retail/HNI/UHNI clients
• Drive Mutual Fund sales, upselling & cross-selling
• Generate new business through references & fresh leads
• Understand client profiles and recommend suitable investment solutions
• Provide investment planning & advisory based on client needs
• Achieve assigned sales & revenue targets
• Ensure high-quality client servicing and act as the single point of contact
• Focus on HNI/UHNI acquisition, relationship enhancement & servicing

Ideal Candidate:

• Experience in Mutual Funds / Wealth Management / Retail or HNI Client Handling
• Strong knowledge of Mutual Fund products & investments
• Good communication & relationship management skills
• NISM V-A certified candidates preferred