Wealth Relationship Manager (HNI/UHNI)

Avani Consulting; Delhi, Vadodara, Mumbai; Sur place; INR 500 000 - 900 000; Plein temps

Résumé du poste

Avani Consulting in Delhi seeks a wealth management professional to upsell and advise HNI/UHNI clients, building strong relationships and expanding client portfolios.

The role focuses on providing investment planning, achieving sales targets, and delivering high levels of client service. Experience in wealth management or mutual fund sales is preferred; contact via provided phone and email.

Qualifications

• Experience in Wealth Management or Mutual Fund Sales.
• Proven ability to upsell and grow client portfolios.
• Strong client service orientation.

Responsabilités

• Upsell products to Retail/HNI/UHNI clients and generate fresh leads.
• Achieve business targets for up selling and enhance client net worth relationships.
• Profile customers and provide financial products to meet customer needs.
• Ensure the highest levels of service to the client.
• Provide investment planning and advice.
• Achieve sales and revenue targets across product mix.
• One point contact for assigned customers.
• Execute monthly sales plan to acquire HNI/UHNI clients and maintain regular contact via weekly/monthly calls.

Connaissances

Wealth management

Mutual fund sales

Client relationship management

Description du poste

Role & responsibilities

*To up sell products to Retail/HNI/UHNI Clients as per assigned database, generation of fresh leads through reference to shore up the clientele.

• Achieving the business targets assigned in terms of up selling 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.

*Providing Investment planning and advice.

*Achieving sales and revenue targets spread across product mix

• One point contact for the assigned customer

To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.

Preferred candidate profile

Candidates having an experience in Wealth Management/ Mutual fund Sales.

Contact : [phone]

Mail id: [e-mail]