- Manage relationships with high net worth individuals (HNIs) to generate revenue through mutual fund sales, equity investments, bonds, structured products, PMS, stock broking services.
- Develop strategic plans for HNI acquisition and retention by providing personalized financial solutions.
- Identify new business opportunities through networking and referrals to expand the client base.
- Monitor market trends and economic indicators to stay updated on industry developments.
Job Requirements :
- 3-10 years of experience in mutual funds sales or related fields such as equity broking, bond sales, or portfolio management.
- Solid understanding of NISM certification requirements for mutual fund sales professionals.
- Proven track record of generating revenue growth through effective HNI client handling and relationship management.
📌 Relationship Wealth Manager(Mutual FundsC Sales) In Top AMC Company (Maharashtra)
🏢 Avani Consulting
📍 Maharashtra
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