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Wealth Manager

Company

Avani Consulting

Location

mumbai, maharashtra

Posted

June 09, 2026

Position Overview

Experience- 5 to 11

Job location Mumbai Annual offered salary β‚Ή 7 Lacs to 15Lac

Max Age Limit- 36 year

Responsibilities:-

  • ο€  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.
  • ο€  Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships.
  • ο€  Profiling customers and provide financial products to meet customer needs
  • ο€  Ensuring the highest levels of service to the client /HNI customers
  • ο€  Providing Investment planning and advice
  • ο€  Achieving sales and revenue targets spread across product mix
  • ο€  One point contact for the assigned custom...

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