Relationship Manager

Avani Consulting


₹40,000 - ₹80,000 monthly


40000 - ₹80000

Earning Potential


Work from Office

Full Time

Min. 6.0 months

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

64 applicants

Benefits include: Travel Allowance (TA), Mobile Allowance

Job Description

Job Responsibilities:

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 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 for the assigned customer

·   Acquisition & Servicing of HNI/UHNI customers.

·         Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Job role

Work location

Chennai, Tamil Nadu, India


Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time


Day Shift

Job requirements


Any experience



Past role/category experience

Investment Banking, Private Equity & VC, Trading, Asset & Wealth Management

English level

Good (Intermediate / Advanced) English

Age limit

18 - 35 years


Any gender

Interview details

Interview mode


About company


Avani Consulting


Chennai, Tamil Nadu, India

Job posted by Avani Consulting

FAQs about this job

Show all

Apply for job

Follow us on social media

© 2024 Apna | All rights reserved Privacy Policy Terms & Conditions