Senior Wealth Manager

About the Company

Hi,

Hiring for a Leading Top AMC & Securities Company through Avani Consulting

About the Role

Relationship Manager & Wealth RM (Mutual Funds / PMS Sales)

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 assigned in terms of up selling MF, PMS, 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.

Qualifications

• Graduate / Post Graduate / MBA
• Minimum 3 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

Preferred Skills

• Experience in managing Retail/HNI Clients
• In-depth knowledge of Mutual Funds

More Information Contact HR, Srinivas.

Call & WhatsApp :- 7386568139

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