Job highlights

- Experience in Mutual Funds/Wealth Management/HNI Client Handling with strong knowledge of Mutual Fund products and NISM V-A certification preferred
- Manage and grow Retail/HNI/UHNI client relationships, drive Mutual Fund sales, generate recent business, provide investment advisory, and achieve sales targets

Role: Relationship Manager CEC Segment: Retail & HNI Clients | Mutual Funds

Key Responsibilities:

- Manage & grow relationships with Retail/HNI/UHNI clients
- Drive Mutual Fund sales, upselling & cross-selling
- Generate new business through references & fresh leads
- Understand client profiles and recommend suitable investment solutions
- Provide investment planning & advisory based on client needs




- Achieve assigned sales & revenue targets
- Ensure high-quality client servicing and act as the single point of contact
- Focus on HNI/UHNI acquisition, relationship enhancement & servicing

Ideal Candidate:

Experience in Mutual Funds / Wealth Management / Retail or HNI Client Handling

Strong knowledge of Mutual Fund products & investments

Good communication & relationship management skills

NISM V-A certified candidates preferred

Interested candidates can share their CV [email protected]

(phone hidden)

📌 Relationship Manager-C Channel (Ahmedabad)
🏢 Avani Consulting
📍 Ahmedabad