Relationship Manager - CEC (B2C)

Avani Consulting; Pune District, Chennai District, Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Avani Consulting in Pune is seeking a client-focused wealth advisor to manage and grow a Retail/HNI/UHNI client base, advising on Mutual Fund investments and planning.

You will drive revenue through upselling and cross-selling, build long-term relationships, and ensure high-quality servicing as the single point of contact for clients. The role demands proactive networking and personalized financial guidance to meet client goals.

Qualifications

• 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.

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

Wealth management

Retail/HNI client handling

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