Wealth Manager and Team Leader

Avani Consulting; Thane, Navi Mumbai, Mumbai; Sur place; INR 700 000 - 1 100 000; Plein temps

Résumé du poste

Avani Consulting seeks a sales-focused professional to up-sell AMC products to HNI and UHNI clients in the Thane region. You will profile clients, provide investment planning, and strive to meet aggressive sales targets while delivering high-quality service.

The role emphasizes acquiring and servicing high-net-worth clients, leveraging references for lead generation, and adopting a client-centric approach to grow net worth relationships.

Qualifications

• Excellent communication skills required.

Responsabilités

• To up sell AMC products to HNI/Ultra 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.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Connaissances

Excellent communication

Formation

NISM 5A

Description du poste

Role & responsibilities

• To up sell AMC products to HNI/Ultra HNIClients 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.
• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Preferred candidate profile

Should have NISM 5A

Excellent Communication