Role & responsibilities

Responsibilities:

To promote all the product line of the Company

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

To achieve sales and revenue targets spread across product mix

To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing

and upgrading the Client Net worth relationships

Profiling customers and provide Investment plan & financial advice to the client/HNI clients

Ensuring the highest levels of service to the client /HNI clients

One point of contact for the assigned client

To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients

through regular weekly / monthly calls

Qualification & Experience: Graduate/Post Graduate/MBA with minimum 4 years of experience from BFSI

Certification (Mandatory): Must be NISM Certified

Reporting to: Channel Manager

Preferred candidate profile

Candidates with B2C Experience only Apply.

Interested candidates share cv in

Email- [email protected]

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feel free to call for further details

📌 Relationship Manager (CEC) Mutual FundsC / Top AMC On roles (Kannur)
🏢 Avani Consulting
📍 Kannur