Wealth Manager

We are hiring for a leading Asset Management Company - Client of Avani Consulting

Relationship Manager

*Achieving the business targets assigned in terms of up selling 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

To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.