Relationship Manager

Avani Consulting; Chennai District; On-site; INR 400,000 - 650,000; Full time

Job summary

Avani Consulting is seeking a results-driven Wealth Management Sales professional in Chennai to drive mutual funds sales among Retail and HNI clients. You will profile clients, identify needs, and offer investment solutions while delivering exemplary service.

The role emphasizes achieving annual targets for a broad product mix, managing relationships, and serving as the single point of contact for assigned clients.

Qualifications

• Experience in selling mutual funds to Retail and HNI clients.
• Proven ability to profile clients and match investment needs.
• Strong knowledge of sales targets and client servicing.

Responsibilities

• Upsell mutual funds and related products to Retail/HNI clients from the assigned database.
• Achieve business targets for product sales and enhance client net worth relationships.
• Provide investment planning and advisory services to clients.

Skills

Mutual funds sales

HNI/UHNI client handling

Client profiling

Sales targets achievement

Education

NISM Certification

Job description

Role & 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.

Preferred candidate profile

Candidate should have experience into sales of mutual funds,

good sales knowledge of PMS,AIF Aswell