Hi,

Greetings from avani Consultancy !

We are hiring for top AMC.

Role & responsibilities

CEC - customer engagement Channel - Relationship Manager (B2C)

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 AMC 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.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Preferred candidate profile

well experienced with mutual funds, managing portfolios , HNI clients

More Information & Interested candidates can share resume to

HR karishma-(phone hidden) (Call / whatsapp)

Mail - [email protected]

📌 Relationship Manager / Mutual Funds Sales - Top AMC - HNI Client (Kannur)
🏢 Avani Consulting
📍 Kannur