Relationship Manager Mutual Funds

Hiring for a leading AMC through Avani Consulting

Job Responsibilities

- 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

Candidate Requirements

- Graduate / Post Graduate / MBA
- Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
- NISM Certification (added as advantage)

Desired Skills

- Strong communication and presentation skills
- Sales and relationship management expertise

Job Locations

- Chennai/ Madras
- Tirunelveli
- Trichy/ Tiruchirapalli

Contact Details

Sylvia Joel

HR Recruiter
[email protected]
93606 54952 (Whatsapp me your updated resume)

📌 Relationship Manager CEC (Tirunelveli)
🏢 Avani Consulting
📍 Tirunelveli