Wealth Manager

Avani Consulting; Pune District; On-site; INR 400,000 - 700,000; Full time

Job summary

Avani Consulting in Pune seeks a Relationship Manager for Mutual Funds to promote the full range of MF products, upsell to Retail, HNI and UHNI clients, and build strong client relationships. You will profile customers and provide customized investment plans, ensuring high service standards and acting as the single point of contact for mapped clients.

Required: Graduate / PG / MBA with at least 2 years in AMC/Securities/Broking; NISM certification is a plus.

Qualifications

• Graduate/PG or MBA with interest in mutual funds.
• Minimum 2 years in AMC/Securities/Broking (mandatory).
• NISM certification is a plus.

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.

Skills

Communication skills

Sales

Relationship management

Presentation skills

Education

Graduate / Post Graduate / MBA

Job description

Hiring for a leading AMC through Avani Consulting

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