Role & responsibilities

: Business In charge Roles and Responsibilities

- To promote all the product line of Mutual Fund/Financial Assets
- To up sell Mutual Fund products (B2B sales)
- To generate fresh leads and acquire clients through reference to shore up the clientele
- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for recent client acquisition and generating AUM from preferred clients
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Develop and maintain a long-term relationship with Channel partner

- One point of contact for the assigned client
- To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Preferred candidate profile

NISM V A Certified For more details please share your updated resume at-

[email protected]

Or what's app at-(phone hidden)

HR Aanchal

📌 Urgent Hiring For RM IFA/MFD Channel/Franchise Dealer(In MF AMC ) (Rajkot)
🏢 Avani Consulting
📍 Rajkot