Job highlights

- NISM Certified with experience in managing Retail/HNI clients and in-depth knowledge of Mutual Funds
- Up sell MF products, generate leads, profile customers, provide investment planning and advice, achieve sales targets, and service HNI/UHNI customers

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.

(phone hidden)

Email: [email protected]

📌 Relationship Manager (Pune)
🏢 Avani Consulting
📍 Pune