Job Description
About the Company
Hi,
Hiring for a Leading Top AMC Company through Avani Consulting
About the Role
Relationship Manager Mutual Funds Sales
B2B & B2C
Responsibilities - B2B
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
Responsibilities - B2C
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets ass...
Hi,
Hiring for a Leading Top AMC Company through Avani Consulting
About the Role
Relationship Manager Mutual Funds Sales
B2B & B2C
Responsibilities - B2B
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
Responsibilities - B2C
To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
Achieving the business targets ass...
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