About the CompanyHi,Hiring for a Leading Top AMC Company through Avani ConsultingAbout the RoleRelationship Manager Mutual Funds SalesB2 B & B2 CResponsibilities - B2 BPromote the complete range of Mutual Fund productsUpsell investment products to Retail / HNI / UHNI clientsGenerate fresh leads through references and build strong client relationshipsAchieve sales and revenue targets across productsEnhance and manage client net-worth relationshipsProfile customers and provide customized investment plans and financial adviceEnsure high service standards for assigned clientsAct as a single point of contact for mapped clientsExecute monthly sales plans and maintain regular follow-upsResponsibilities - B2 CTo 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 needsEnsuring the highest levels of service to the client /HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition & Servicing of HNI/UHNI customers.Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.QualificationsGraduate / Post Graduate / MBAMinimum 1 years of experience in AMC / Securities / Broking Company (Mandatory)NISM Certification (added as advantage)Required SkillsStrong communication and presentation skillsSales and relationship management expertisePreferred SkillsExperience in managing Retail/HNI ClientsIn-depth knowledge of Mutual FundsMore Information Contact HR, Srinivas.Call & Whats App :- Share Updated resume,Equal Chance StatementWe are committed to diversity and inclusivity.

📌 Analyst Bonds Settlement (Chennai)
🏢 Avani Consulting
📍 Chennai