Avani Consulting
Relationship Manager - CEC (B2C)
2 months ago
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Important information
Contract type:
Permanent
Salary:
₹700,000 – ₹1,200,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
8 September 2026
What they need
Key Responsibilities:
- Manage and acquire Retail, HNI & UHNI clients
- Advise clients on suitable Mutual Fund investment solutions
- Drive sales and revenue through product upselling and cross-selling
- Generate new business through references and client networks
- Understand client needs and provide personalized investment planning
- Build and maintain long-term client relationships
- Ensure high-quality client servicing and act as the single point of contact
Preferred Profile:
Graduate with strong communication skills
Experience in Mutual Funds / Wealth Management / Financial Services
Experience handling Retail/HNI clients
NISM V-A Certification preferred
Good knowledge of Mutual Fund products and investments
Interested candidates can share their updated CV.
9024254811
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