Relationship Manager - Family Office Business - PMS/AIF/MF

Company DescriptionAvani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clients in their regular recruitment, manpower planning, and critical hiring needs, while helping candidates find new job opportunities. We are hiring for a leading AMC in India...Position: Relationship Manager - Family Office Business - PMS/AIF/MFRole DescriptionThis is a full-time on-site role for a Relationship Manager - Family Office Business. The Relationship Manager will be responsible for managing client relationships, specifically for Private Wealth clients in the Family Office Business. The role involves providing advisory services on portfolio management schemes such as PMS, AIF, and MF, and working closely with clients to understand their investment goals and provide personalized financial solutions.- Managing Family Office Relationships- Identifying new Family Office relationships.- Work on new products to increase more depth in family office- Upscaling of clients to more longer term assets- Achieving the business targets assigned in terms of up selling AMC- 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 /HNI customers- Providing Investment planning and advice- Achieving sales and revenue targets spread across product mix- One point contact for the assigned family office- Acquisition & Servicing of HNI/UHNI customers.QualificationsExperience in relationship management and client servicingKnowledge of portfolio management schemes such as PMS, AIF, and MFStrong understanding of financial markets and investment productsExcellent communication and interpersonal skillsAbility to build and maintain long-term client relationshipsProven track record in achieving sales targetsStrong analytical and problem-solving skillsBachelor's degree in Finance, Business, or related fieldRelevant certifications such as NISM Series VA and NISM Series XB are a plus PRB