Key Responsibilities:
• Manage and acquire Retail, HNI & UHNI clients
• Advise clients on suitable Mutual Fund investment solutions
• Drive sales and revenue through product upselling and cross-selling
• Generate new business through references and client networks
• Understand client needs and provide personalized investment planning
• Build and maintain long-term client relationships
• Ensure high-quality client servicing and act as the single point of contact
Preferred Profile:
Graduate with solid communication skills
Experience in Mutual Funds / Wealth Management / Financial Services
Experience handling Retail/HNI clients
NISM V-A Certification preferred
Good knowledge of Mutual Fund products and investments
Interested candidates can share their updated CV.in mail or WhatsApp
Mail
[email protected]
Watsapp (phone hidden)
📌 Relationship Manager - CECC) (Pune)
🏢 Avani Consulting
📍 Pune