Hi,

Hiring - Relationship Manager- CEC (B2C)

Customer Engagement Channel

Designation: Relationship Manager Customer Engagement

Reporting to: Channel Manager Customer Engagement

Experience: 6 to 10 years

Responsibilities:-

- 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 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 /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

More Information & Interested candidates can share resume to HR Karishma - (phone hidden)(Call / whatsapp)

Mail - [email protected]

📌 Relationship Manager - CEC (Kochi)
🏢 Avani Consulting
📍 Kochi