Job Description

Relationship Manager

Job highlights
Experience in wealth management and HNI sales; knowledge of financial products and mutual funds

Upsell mutual fund products, generate leads, coach sales team, and maintain client relationships
Job match score

Early Applicant

Key Skills

Location

Work Experience

4 – 7 Years

10 Vacancies

₹ 10-14 Lacs P.A

Mumbai (All Areas), Gurugram, Delhi / NCR
Must have key skills
NISM,HNI Sales,Mutual Funds Sales,HNI Acquisition,HNI Client Handling
Other key skills
Amfi,Wealth Management,Portfolio Management,Financial Products Sales,PMS
Job description
What you’ll do
Dear Candidate,

JD for -CEC

Key Accountabilities

1. To up sell MF products to Retail/HNI Clients of AMC, as per the assigned database, generation of fresh leads through reference to shore up the clientele 3. Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers 8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall 9. Ensure timely flow of information internally and externally, monitor extrernal communication of the team regularly 10. Enhancing and upgrading the Client Net worth and achieve sales and revenue targets spread across product mix through the team

Mob: +91-9892371246

Email: ruchi@avaniconsulting.com

Industry type
Investment Banking / Venture Capital / Private Equity
Department
BFSI, Investments & Trading
Role
BFSI, Investments & Trading – Other
Role category
BFSI, Investments & Trading – Other
Employment type
Full Time, Permanent
Education
Any Graduate

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BFSI, Investments & Trading – Other, Mumbai (All Areas)

About company
Client of Avani Consulting.

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