Wealth Manager

Avani Consulting; New Delhi; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Avani Consulting is looking for a Relationship Manager for Mutual Funds in New Delhi. The ideal candidate will possess a Graduate/Post Graduate/MBA degree and have a minimum of 2 years of experience in AMC, Securities, or a Broking Company. Responsibilities include promoting Mutual Fund products, upselling to various client segments, and managing client relationships to achieve sales targets. A strong communication skill and NISM Certification are advantageous.

Qualifications

• Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
• NISM Certification (added as advantage)

Responsibilities

• Promote the complete range of Mutual Fund products
• Upsell investment products to Retail / HNI / UHNI clients
• Generate fresh leads through references and build strong client relationships
• Achieve sales and revenue targets across products
• Enhance and manage client net-worth relationships
• Profile customers and provide customized investment plans and financial advice
• Ensure high service standards for assigned clients
• Act as a single point of contact for mapped clients
• Execute monthly sales plans and maintain regular follow-ups

Education

Graduate / Post Graduate / MBA

Job description

About the Role

Relationship Manager Mutual Funds

Responsibilities

• Promote the complete range of Mutual Fund products
• Upsell investment products to Retail / HNI / UHNI clients
• Generate fresh leads through references and build strong client relationships
• Achieve sales and revenue targets across products
• Enhance and manage client net-worth relationships
• Profile customers and provide customized investment plans and financial advice
• Ensure high service standards for assigned clients
• Act as a single point of contact for mapped clients
• Execute monthly sales plans and maintain regular follow-ups

Qualifications

• Graduate / Post Graduate / MBA
• Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
• NISM Certification (added as advantage)

Required Skills

• Strong communication and presentation skills
• Sales and relationship management expertise