About the Company

Hi,

Hiring for a Leading Top AMC Company through Avani Consulting

About the Role

Relationship Manager Mutual Funds Sales

B2B & B2C

Responsibilities - B2B

• 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

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