AV

Relationship Manager (Mutual Funds Sales) B2B - Top AMC

Avani Consulting
Nalgonda1-7 LPA Posted 14 Aug 2025
FULL TIME
Market Research
revenue growth
Mutual Funds
Client Relationship
B2b Sales
+2 more

Job Description

This role is for a Relationship Manager focused on B2B mutual fund sales for a top AMC. The ideal candidate will be responsible for promoting and upselling a diverse range of mutual fund products to both Retail and HNI clients, with a primary goal of achieving business and revenue targets.

Key Responsibilities

  • Promote all product lines of Mutual Funds.
  • Upsell Mutual Fund products to Retail and HNI clients.
  • Generate fresh leads and acquire new clients through references.
  • Achieve sales and revenue targets across a diverse product mix.
  • Enhance and upgrade client net worth relationships.

Skills & Qualifications

  • Experience in mutual fund sales.
  • Proven ability to manage and upsell to Retail and HNI clients.
  • Strong skills in lead generation and client acquisition.
  • A clear focus on achieving sales and revenue targets.

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