Wealth Manager

About the CompanyHiring for a leading AMC through Avani ConsultingAbout the RoleRelationship Manager Mutual FundsResponsibilitiesPromote the complete range of Mutual Fund productsUpsell investment products to Retail / HNI / UHNI clientsGenerate fresh leads through references and build strong client relationshipsAchieve sales and revenue targets across productsEnhance and manage client net-worth relationshipsProfile customers and provide customized investment plans and financial adviceEnsure high service standards for assigned clientsAct as a single point of contact for mapped clientsExecute monthly sales plans and maintain regular follow-upsQualificationsGraduate / Post Graduate / MBAMinimum 2 years of experience in AMC / Securities / Broking Company (Mandatory)NISM Certification (added as advantage)Required SkillsStrong communication and presentation skillsSales and relationship management expertise