Role & responsibilities
*To up sell products to Retail/HNI/UHNI Clients as per assigned database, generation of fresh leads through reference to shore up the clientele.
- Achieving the business targets assigned in terms of up selling Products, 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.
*Providing Investment planning and advice.
*Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.
Preferred candidate profile
Candidates having an experience in Wealth Management/ Mutual fund /PMS/AIF Sales.
Contact : +91 (phone hidden)
Mail id:
[email protected]
📌 Wealth Relationship Manager (HNI/UHNI) (Mumbai)
🏢 Avani Consulting
📍 Mumbai