Role & responsibilities

• To up sell MF products to Retail/HNI Clients as per the 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 /HNI customers

• Providing Investment planning and advice

• Achieving sales and revenue targets spread across product mix

• One point contact for the assigned customer

• Acquisition & Servicing of HNI/UHNI customers.

• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Preferred candidate profile

Candidate should have experience into sales of mutual funds,

positive sales knowledge of PMS,AIF Aswell

Interested candidates can contact Hemalatha-(phone hidden)

[email protected]

📌 Relationship Manager (Chennai)
🏢 Avani Consulting
📍 Chennai