Relationship Manager

Avani Consulting


Date: 1 week ago
City: Vadodara, Gujarat
Contract type: Full time
Greetings from Avani consulting we are hiring for our client leading AMC!!!

Job Description:-

Job Title

Relationship Manager Customer Engagement

Designation

Relationship Manager Customer Engagement

Reporting To

Channel Manager Customer Engagement

Grade

Executive / Assistant Manager

Experience

1 to 6 years

Salary Range

3-6LPA

Locations:

Kochi, Mysore, Udupi

Role responsibilities:-

  • To promote all the product line Mutual Fund
  • To up sell Mutual Fund products to Retail/HNI Clients
  • To generate fresh leads and acquire clients through reference to shore up the clientele
  • To achieve sales and revenue targets spread across product mix
  • To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
  • and upgrading the Client Net worth relationships
  • Profiling customers and provide Investment plan financial advice to the client/HNI clients
  • Ensuring the highest levels of service to the client /HNI clients
  • One point of contact for the assigned client
  • To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
  • through regular weekly / monthly calls

Intrested candidates can reach me through call or mail:-

Mail ID:- [email protected]

Ph no :- 9360654952

Best regards!!

Sylvia

HR Recruiter

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