About the Company
Hi,
Hiring for a Leading Top AMC Company through Avani Consulting
About the Role
Relationship Manager Mutual Funds Sales
B2 B & B2 C
Responsibilities - B2 B
Promote the complete range of Mutual Fund products
Upsell investment products to Retail / HNI / UHNI clients
Generate fresh leads through references and build strong client relationships
Achieve sales and revenue targets across products
Enhance and manage client net-worth relationships
Profile customers and provide customized investment plans and financial advice
Ensure high service standards for assigned clients
Act as a single point of contact for mapped clients
Execute monthly sales plans and maintain regular follow-ups
Responsibilities - B2 C
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 MF, PMS, ...