Wealth Manager

Avani Consulting
📍 new delhi, delhi, India 💼 Full-time 🕒 Posted June 05, 2026

Job Description

About the Company



Hiring for a leading AMC through Avani Consulting



About the Role



Relationship Manager Mutual Funds



Responsibilities



  • Promote the complete range of Mutual Fund products
  • Upsell investment products to Retail / HNI / UHNI clients
  • Generate fresh leads through references and build strong client relationships
  • Achieve sales and revenue targets across products
  • Enhance and manage client net-worth relationships
  • Profile customers and provide customized investment plans and financial advice
  • Ensure high service standards for assigned clients
  • Act as a single point of contact for mapped clients
  • Execute monthly sales plans and maintain regular follow-ups


Qualifications

Ready to Apply?

Submit your application today and join our talented team at Avani Consulting.

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Job Details

  • Location new delhi, delhi
  • Job Type Full-time
  • Category Other-General
  • Posted Date June 05, 2026
  • Application Deadline July 15, 2026