Hiring Alert | Relationship Manager CEC (B2C)

Location: Surat, Vadodara, Rajkot

We are looking for energetic professionals with experience in Mutual Fund Sales, Wealth Management, and HNI Relationship Management.

Key Responsibilities

Manage and grow relationships with Retail, HNI & UHNI clients

Upsell investment and wealth products to existing customers

Generate new business through references and client acquisition

Provide investment planning and portfolio-related guidance

Achieve sales and revenue targets across product offerings

Deliver superior customer service and act as a single point of contact

Build long-term client relationships and enhance customer net worth

Preferred Profile

Experience in Mutual Funds / Wealth Management / Financial Services

Strong relationship management and sales skills

Exposure to handling Retail, HNI & UHNI clients

Knowledge of investment products and financial planning

NISM VA certification preferred

Interested candidates can share their updated CV or connect directly for more details.

[email protected]

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📌 Relationship Manager-CEC (Rajkot)
🏢 Avani Consulting
📍 Rajkot