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Affluent Client Partnership Lead - Mutual Funds

Avani Consulting
Location 📍 India, India
Posted 📅 May 26, 2026
Work Type ⏰ Full-time

Position Overview

Experience- 5 to 10

Job location Across Mumbai Annual offered salary₹ 7Lacs to 15Lac

Max Age Limit- 36year

Job description

Role & responsibilities

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 AMC 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 sprea...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
India, India