Job Description: Business In charge Roles and Responsibilities
- To promote all the product line of Mutual Fund/Financial Assets
- To up sell Mutual Fund products (B2B sales)
- To generate fresh leads and acquire clients through reference to shore up the clientele
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for recent client acquisition and generating AUM from preferred clients
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Develop and maintain a long-term relationship with Channel partner
- One point of contact for the assigned client
- To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
Preferred candidate profile
NISM V A Certified
📌 Business Manager Mutual Fund sales IFA/MFD Channel (Chandigarh)
🏢 Avani Consulting
📍 Chandigarh
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