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Deputy Manager

5.00 to 10.00 Years   Pune,Mumbai City   03 Apr, 2025
Avani Consulting
Job LocationPune,Mumbai City
EducationNot Mentioned
SalaryRs 7 - 16 Lakh/Yr
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job descriptionGreetings from Avani Consulting!!Relationship Manager Customer Engagement (Mutual Funds)Location:Mumbai, Pune, NagpurBudget:Up to 16 LPAExperience:Minimum 5 years (At least 3 years in the current company job hoppers not suitable)Designation:Executive / Assistant Manager / Deputy ManagerReporting to:Channel Manager Customer EngagementKey Responsibilities:
    • Upsell Mutual Fund products toRetail/HNI Clientsusing an assigned database and generate fresh leads through referrals.
    • Achieve assigned business targets by enhancing and upgrading client net worth relationships.
    • Profile customers and offertailored financial solutionsto meet their needs.
    • Ensure the highest level of service toclients and HNI customers.
    • Provideinvestment planning and advisoryservices.
    • Meetsales and revenue targetsacross different product categories.
    • Act as asingle point of contactfor assigned customers.
    • Acquire & serviceHNI/UHNI customersfor long-term wealth growth.
    Ideal Candidate Profile:Minimum 5 years of experiencein the financial sector.Work stability is a must candidates with frequent job changes will not be considered.Preference for NISM-certifiedprofessionals with in-depth Mutual Funds knowledge and HNI client management experience.How to Apply Interested candidates can share their resume via Email: sylvia@avaniconsulting.comorWhatsApp: hidden_mobile.BySylviaHR Recruiter

Keyskills :
b2c saleslead generationmutual funds saleshni client handling

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