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    Relationship Manager - new delhi, India - Avani Consulting

    Avani Consulting
    Avani Consulting new delhi, India

    4 weeks ago

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    Human Resources
    Description

    Company Description

    Avani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clients in their regular recruitment, manpower planning, and critical hiring needs, while helping candidates find new job opportunities.

    We are hiring for a leading AMC in India...

    Position: Relationship Manager - Family Office Business - PMS/AIF/MF

    Role Description

    This is a full-time on-site role for a Relationship Manager - Family Office Business. The Relationship Manager will be responsible for managing client relationships, specifically for Private Wealth clients in the Family Office Business. The role involves providing advisory services on portfolio management schemes such as PMS, AIF, and MF, and working closely with clients to understand their investment goals and provide personalized financial solutions.

    Managing Family Office Relationships

    Identifying new Family Office relationships.

    Work on new products to increase more depth in family office

    Upscaling of clients to more longer term assets

    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 spread across product mix

    One point contact for the assigned family office

    Acquisition & Servicing of HNI/UHNI customers.

    Qualifications

    • Experience in relationship management and client servicing
    • Knowledge of portfolio management schemes such as PMS, AIF, and MF
    • Strong understanding of financial markets and investment products
    • Excellent communication and interpersonal skills
    • Ability to build and maintain long-term client relationships
    • Proven track record in achieving sales targets
    • Strong analytical and problem-solving skills
    • Bachelor's degree in Finance, Business, or related field
    • Relevant certifications such as NISM Series VA and NISM Series XB are a plus
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