Relationship Manager

Avani Consulting; Pune District, Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Avani Consulting in Pune, India, is seeking a Sales Executive to up-sell mutual funds to Retail and HNI clients, using the assigned database and generating fresh leads to grow the clientele.

You will profile customers, provide investment planning and advice, and act as the primary contact for assigned clients while ensuring high service levels and revenue targets across the product mix.

Qualifications

• NISM certification preferred with experience in managing Retail/HNI Clients and mutual funds.

Responsibilities

• 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.

Skills

Retail/HNI client management

Mutual funds knowledge

Sales targets achievement

Lead generation

Customer profiling

Education

NISM Certification

Job description

Job description

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

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