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 robust 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.
[email protected]
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📌 Relationship Manager - CECC) (Mumbai)
🏢 Avani Consulting
📍 Mumbai