Relationship Manager-B2C Channel

Avani Consulting; Ahmedabad District, Surat, Vadodara; On-site; INR 500,000 - 800,000; Full time

Job summary

Avani Consulting is seeking a Relationship Manager CEC to manage and grow relationships with Retail, HNI and UHNI clients in the mutual funds space. You will drive mutual fund sales, upsell and cross-sell, generate new business through references and fresh leads, and tailor investment solutions to client profiles.

The ideal candidate will have experience in wealth management, strong knowledge of mutual funds and investments, excellent communication, and relationship management skills.

Qualifications

• Experience in Mutual Funds / Wealth Management and Retail or HNI client handling.
• Strong knowledge of Mutual Fund products and investments.
• Good communication and relationship management skills.
• NISM V-A certification preferred.

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.

Skills

Relationship management

Mutual fund sales

Upselling

Investment advisory

Client servicing

HNI acquisition

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