- Promote the complete range of Mutual Fund products
- Upsell investment products to Retail / HNI / UHNI clients
- Generate fresh leads through references and build robust client relationships
- Achieve sales and revenue targets across products
- Enhance and manage client net-worth relationships
- Profile customers and provide customized investment plans and financial advice
- Ensure high service standards for assigned clients
- Act as a single point of contact for mapped clients
- Execute monthly sales plans and maintain regular follow-ups
Qualifications
- Graduate / Post Graduate / MBA
- Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
- NISM Certification (added as advantage)
Required Skills
- Strong communication and presentation skills
- Sales and relationship management expertise
📌 Wealth Manager (Pune)
🏢 Avani Consulting
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.