Affluent Relationship Manager

Published date: 2024/01/10
  • Location: Jaipur, Rajasthan, India
To up sell AM'c MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
Achieving the business targets assigned in terms of up selling AMC's Products, enhancing and...
Company Name: Avani Consulting Jaipur, Rajasthan

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