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Private Jobs / Private Sector
Avani Consulting Hiring for Hiring ||Relationshipmanager||Mutual funds sales at Kolkata, West Bengal Full Time
Roles and Responsibilities
Responsibilities:
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients
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 1years of experiance
Desired Candidate Profile
Certification (Mandatory): Must be NISM Certified
Qualification & Experience: Graduate/Post Graduate/MBA
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
Work Status: Full Time
Perks and Benefits
CTC 2-7 LPA+Bonus+INcentives
Role:MF Distributer / Advisor
Salary: 2-7 Lacs P.A.
Industry:Investment Banking / Venture Capital / Private Equity
Functional AreaBFSI, Investments & Trading
Role CategoryTrading, Asset & Wealth Management
Employment Type:Full Time, Permanent
Key Skills
mutual funds salesnism
crosssellingHni clients Acqusitionhni client handling
Skills highlighted with ‘‘ are preferred keyskills
Education
UG:Any Graduate
Company Profile
Avani Consulting
FOR MORE DETAILS CONTACT
Mail anusha@avaniconsulting.com
Contact 9003875895