Wealth Manager (Mumbai)

Wealth Manager (Mumbai)

15 Sep
|
Avani Consulting
|
Mumbai

15 Sep

Avani Consulting

Mumbai

We are hiring for a leading Asset Management Company - Client of Avani Consulting

Relationship Manager

*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 /HNI customers

*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.

📌 Wealth Manager (Mumbai)
🏢 Avani Consulting
📍 Mumbai

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