4 - 9 years
5 - 10 Lacs
Posted:1 month ago|
Platform:
Work from Office
Full Time
Role & responsibilities • 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 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 • 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. Preferred candidate profile Need minimum 4Years of experience in Mutual funds sales(B2C) HNI&UHNI Client handling Interested candidates can contact Srinivas HR-7386568139 Mail-srinivas@avaniconsulting.com
Avani Consulting
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