Relationship Manager

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.
Achieving the business targets ass...