Wealth Manager

Avani Consulting; Mumbai; On-site; INR 450,000 - 750,000; Full time

Job summary

Avani Consulting is seeking an experienced professional in Mumbai to up-sell mutual fund products to Retail and HNI clients. The role involves profiling customers, providing investment planning, and ensuring top-tier service while achieving revenue targets across a diverse product mix.

Ideal candidates have hands-on experience with managing Retail and HNI portfolios and a deep knowledge of mutual funds; preference for those with a proven track record in servicing UHNI clients.

Qualifications

• Experience in managing Retail/HNI Clients with in-depth knowledge of Mutual Funds.
• Proven ability to profile clients and provide suitable financial products.

Responsibilities

• Upsell mutual fund products to Retail/HNI clients as per assigned database and generate leads.
• Achieve business targets for AMC products and enhance client net worth relationships.
• Profile customers and provide investment planning and advice.
• Ensure high levels of service to client/HNI customers.
• Achieve sales and revenue targets across product mix.
• Be the single point of contact for assigned customers.
• Acquire and service of HNI/UHNI customers.

Skills

Retail Banking

Mutual Funds

HNI Clients

Job description

• 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