Avani Consulting
Relationship Manager - Wealth
2 months ago
Share this opportunity
Share this opportunity to other talents of your network:
✓ Offer them a visibility boost with clients.
✓ Help your contacts find their next job.
Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
14 August 2026
What they need
Role & responsibilities
*To up sell products to Retail/HNI/UHNI Clients as per 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.
*Providing Investment planning and advice.
*Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.
Preferred candidate profile
Candidates having an experience in Wealth Management/ Mutual fund /PMS/AIF Sales.
Other offers great for you!
These companies are also looking for great profiles
Wold
PRODUCT MANAGER COMPTE JOUEUR
Freelance
Paris, France
Hybrid
Skills
17 hours ago
Quick apply
Achil
Manager / Senior Manager Audit Financier H/F – Lille (59)
Permanent contract
Lille, France
Onsite
7 hours ago
Quick apply
Achil
Manager / Senior Manager Audit Financier H/F – Bordeaux (33)
Permanent contract
Bordeaux, France
Onsite
7 hours ago
Quick apply