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Hiring Manager RM Mutual fund sales-Top AMC

Hiring Manager RM Mutual fund sales-Top AMC

Avani Consulting

5 - 10 years

8 - 15 Lacs

Hyderabad Pune Bengaluru

Posted:1 month ago| Platform:

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Skills Required

Mutual Funds Sales NISM Mutual Fund Sales New Client Acquisition Portfolio Management B2C Sales Portfolio Management Services Third Party Products HNI Acquisition HNI Client Handling Affluent Relation Ship Manger Wealth Management Burgandy RM PMS Aif Imperial RM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Greetings from Avani consulting Role & responsibilities To promote all the product line ofMutual Fund To up selll Mutual Fund products to Retail/HNI Clients from the team To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships Profiling customers and provide Investment plan & financial advice to the client/HNI clients Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory): Must be NISM Certified Designation: Relationship Manager Desired Skill: Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Preferred candidate profile CTC 7 TO 15 LPA Interested one can send their updated resume at Mail- anusha@avaniconsulting.com Or What's app and call -9003875895

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Hiring Manager RM Mutual fund sales-Top AMC