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
Positive 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