Relationship Manager

Avani Consulting; Chennai District; On-site; INR 700,000 - 1,200,000; Full time

Job summary

Avani Consulting is recruiting on behalf of a leading AMC & Securities company for a Relationship Manager & Wealth RM (Mutual Funds / PMS Sales) role based in Chennai. You will engage Retail and HNI clients, upsell MF products, and manage end-to-end client relationships.

The ideal candidate has a graduate/postgraduate/MBA, at least 3 years of AMC/Securities/Broking experience, and NISM certification preferred.

Qualifications

• Graduate / Post Graduate / MBA required.
• Minimum 3 years of experience in AMC / Securities / Broking (Mandatory).
• NISM Certification (added advantage).

Responsibilities

• Up-sell MF products to Retail/HNI clients as per the assigned database.
• Achieve business targets for MF, PMS, and client net-worth upgrading.
• Profile clients and provide financial products to meet needs.

Skills

Strong communication

Presentation skills

Sales and relationship management

Education

Graduate / Post Graduate / MBA

Job description

Hiring for a Leading Top AMC & Securities Company through Avani Consulting

About the Role

Relationship Manager & Wealth RM (Mutual Funds / PMS Sales)

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 3 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

Equal Opportunity Statement

We are committed to diversity and inclusivity.