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About the Role
About the Company
Hi,
Hiring for a Leading Top AMC Company through Avani Consulting
About the Role
Relationship Manager Mutual Funds Sales
B2B & B2C
Responsibilities - B2B
- Promote the complete range of Mutual Fund products
- Upsell investment products to Retail / HNI / UHNI clients
- Generate fresh leads through references and build strong client relationships
- Achieve sales and revenue targets across products
- Enhance and manage client net-worth relationships
- Profile customers and provide customized investment plans and financial advice
- Ensure high service standards for assigned clients
- Act as a single point of contact for mapped clients
- Execute monthly sales plans and maintain regular follow-ups
Responsibi...
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