About the Role
We are hiring for a leading Asset Management Company - Client of Avani Consulting
Relationship Manager
*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
To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.
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