Wealth manager

About the Company
Hiring for a leading AMC through Avani Consulting
About the Role
Relationship Manager Mutual Funds
Responsibilities
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
Qualifications
Graduate / Post Graduate / MBA
Minimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)
NISM Certification (added as advantage)
Required Skills
Strong communication and presentation skills
Sales and relationship management expertise