Relationship Manager - CEC (B2C)

Avani Consulting; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Avani Consulting in Mumbai seeks a proactive investment advisory specialist to manage Retail, HNI, and UHNI clients. You will advise on Mutual Fund solutions, drive revenue via upselling, and expand business through client networks.

Applicants should have a graduate degree, strong communication, and knowledge of Mutual Fund products. NISM V-A certification is preferred, with a focus on personalized planning and long-term relationships.

Qualifications

• Graduate with strong communication skills.
• Experience in Mutual Funds / Wealth Management / Financial Services.
• Experience handling Retail/HNI clients.
• Good knowledge of Mutual Fund products and investments.
• NISM V-A Certification preferred.

Responsibilities

• Manage and acquire Retail, HNI & UHNI clients.
• Advise clients on suitable Mutual Fund investment solutions.
• Drive sales and revenue through product upselling and cross-selling.
• Generate new business through references and client networks.
• Understand client needs and provide personalized investment planning.
• Build and maintain long-term client relationships.
• Ensure high-quality client servicing and act as the single point of contact.

Skills

Strong communication

Mutual Funds / Wealth Management / Fin

Retail/HNI clients

Education

Graduate

NISM V-A Certification

Job description

Key Responsibilities

• Manage and acquire Retail, HNI & UHNI clients
• Advise clients on suitable Mutual Fund investment solutions
• Drive sales and revenue through product upselling and cross-selling
• Generate new business through references and client networks
• Understand client needs and provide personalized investment planning
• Build and maintain long-term client relationships
• Ensure high-quality client servicing and act as the single point of contact

Preferred Profile

• Graduate with strong communication skills
• Experience in Mutual Funds / Wealth Management / Financial Services
• Experience handling Retail/HNI clients
• NISM V-A Certification preferred
• Good knowledge of Mutual Fund products and investments