About the Company
Hi,
Hiring for a Leading Top AMC Company through Avani Consulting
About the Role
Relationship Manager Mutual Funds Sales
B2 B & B2 C
Responsibilities - B2 B
Promote the complete range of Mutual Fund products
Upsell investment products to Retail / HNI / UHNI clients
Generate fresh leads through references and build strong 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
Responsibilities - B2 C
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 MF, PMS, 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.
Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
Qualifications
Graduate / Post Graduate / MBA
Minimum 1 years of experience in AMC / Securities / Broking Company (Mandatory)
NISM Certification (added as advantage)
Required Skills
Solid communication and presentation skills
Sales and relationship management expertise
Preferred Skills
Experience in managing Retail/HNI Clients
In-depth knowledge of Mutual Funds
More Information Contact HR, Srinivas.
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Equal Prospect Statement
We are committed to diversity and inclusivity.

📌 Relationship manager (Chennai)
🏢 Avani Consulting
📍 Chennai