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Relationship Manager (Contract)

Company

Avani Consulting

Location

India, India

Posted

June 08, 2026

Position Overview

Hiring for a Leading Top AMC Company through Avani Consulting 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 Achieve sales and revenue targets across products Enhance and manage client net-worth relationships Profile customers and provide customized investment plans and financial advice Execute monthly sales plans and maintain regular follow-ups To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling MF, PMS, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Providing Investment planning and advice Achieving sales and revenue targets spread across product mix Preference to NISM Certified candidates with experience in man...

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