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

Responsibilities - B2C

- 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.
- ...