- Manage relationships with high net worth individuals (HNIs) to generate revenue through mutual funds sales, equity investments, bonds, PMS, structured products, stock broking services.
- Identify current business opportunities and develop strategies for HNI acquisition and retention.
- Provide expert advice on portfolio management to clients to achieve their financial goals.
- Collaborate with internal teams to ensure seamless delivery of services.
Job Requirements :
- 3-10 years of experience in banking or finance industry with a focus on HNI sales and relationship management.
- Strong understanding of NISM certification requirements for mutual funds sales.
- Proven track record in generating revenue growth through effective client handling and strategic planning.
📌 Relationship Wealth Manager(Mutual FundsC Sales) In Top AMC Company (Maharashtra)
🏢 Avani Consulting
📍 Maharashtra
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