Wealth Relationship Manager (HNI/UHNI)

Avani Consulting; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

Avani Consulting in Mumbai is looking for a wealth management sales professional to upsell financial products to Retail/HNI/UHNI clients, profile customers, and provide investment planning and advice.

You will execute monthly sales plans, maintain client relationships through regular calls, and strive to achieve revenue targets across product mix, acting as the primary contact for mapped clients.

Qualifications

• Experience in Wealth Management, Mutual funds, PMS, or AIF sales.

Responsibilities

• Upsell products to Retail/HNI/UHNI clients as per assigned database and generate fresh leads.
• Achieve business targets in upselling products and upgrading 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.
• Be the one point of contact for the assigned customer.
• Execute monthly sales plan to acquire HNI/UHNI clients and maintain regular contact with mapped clients through weekly/monthly calls.

Skills

Wealth Management

HNI/UHNI sales

Mutual Funds

PMS

AIF Sales

Job description

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 /PMS/AIF Sales.

Contact : [phone]

Mail id: [e-mail]