Relationship Manager

Avani Consulting; Ahmedabad District, Rajkot, Vadodara; In loco; INR 500.000 - 750.000; Tempo pieno

Descrizione del lavoro

Avani Consulting in Ahmedabad District, India, seeks a dynamic sales professional with a focus on mutual funds to manage Retail and HNI clients. The role involves profiling clients, offering investment solutions, and maintaining high service levels for key accounts.

The ideal candidate will drive up-sell opportunities, achieve revenue targets, and serve as the main contact for assigned clients while leveraging NISM credentials to deepen relationships.

Competenze

• Experience in selling mutual funds to retail and HNI clients.
• Profiling customers to meet their financial needs.
• NISM certification preferred.
• Ability to achieve sales and revenue targets across product mix.
• Single point of contact for assigned customers.

Mansioni

• 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
• 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.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Conoscenze

Mutual funds

HNI/UHNI clients

NISM certified

Sales targets

Client servicing

Descrizione del lavoro

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
• 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.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

9892371246

Email:[e-mail]