Sr. Relationship Manager / Mutual Funds Sales - Top AMC - HNI Client

Avani Consulting; Bengaluru, Chennai District; Sur place; INR 600 000 - 1 000 000; Plein temps

Résumé du poste

A financial services firm in Bengaluru is seeking a skilled SR.CEC & TL - CEC to manage customer engagement and upsell mutual fund products to Retail and HNI clients. The ideal candidate will have over 5 years of experience, along with a strong track record in relationship management and revenue generation. Responsibilities include profiling customers, ensuring exceptional service levels, and providing tailored financial advice. Interested candidates should contact the HR for further discussions.

Qualifications

• 5+ years of experience in managing Retail/HNI clients.
• In-depth knowledge of mutual funds and portfolio management.
• Proven track record of achieving sales and revenue targets.

Responsabilités

• Upselling MF products to Retail/HNI Clients based on assigned database.
• Generating fresh leads through references.
• Profiling customers to meet financial product needs.
• Ensuring high service levels to clients.
• Providing investment planning and advice.
• Acting as the one point contact for customers.

Connaissances

Mutual Funds

Customer Relationship Management

Sales Target Achievement

Financial Advisory

Description du poste

Hi,

Greetings from avani Consultancy!

We are hiring for top AMC.

Role & Responsibilities

SR.CEC & TL - CEC - customer engagement Channel - Relationship Manager (B2C)

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 AMC 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.
• Experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Preferred candidate profile

• Well experienced with mutual funds, managing portfolios , HNI clients.

More Information & Interested candidates can share resume to

• HR Srinivas - 7386568139 (Call / whatsapp)
• Mail - [e-mail]