BDRM / Wealth Manager(Mutual Fund And PMS) In Top AMC Company (Mumbai)

• BDRM / Wealth Manager(Mutual Fund and PMS) In top AMC Company (Mumbai)
• Company: Avani Consulting
• Job Location: Mumbai, Maharashtra, India
• Employment Type: Full-time
• Experience Required: 5 - 10 years
• Roles and Responsibilities :

Manage a portfolio of High Net Worth Individuals (HNIs) and Institutional clients, providing personalized investment solutions through various products such as Mutual Funds, Bonds, PMS, AIFs etc.

• Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell opportunities.
• Identify new business development opportunities through partnerships with distributors and other stakeholders.
• Provide training to internal teams on product knowledge, sales techniques, and customer service standards.
• Job Requirements :
• 5-10 years of experience in Wealth Management or related field like HNI Client Handling, Sales & Distribution.
• Strong understanding of NISM certification requirements for Mutual Funds & Bonds.
• Proven track record in acquiring current HNI clients through effective relationship building skills. .