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    Affluent Relationship Manager - Bengaluru, India - Avani Consulting

    Avani Consulting
    Avani Consulting Bengaluru, India

    3 days ago

    Default job background
    Description
    Hiring For Leading AMC Company - ON Role

    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 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 customer
    • Acquisition & Servicing of HNI/UHNI customers.
    • Preference to NISM Certified candidates with experience in managing Retail/HNI
    • Clients, with in depth knowledge of Mutual Funds.
    • Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets
    )
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