Hiring for Affluent relationship manager Mutual fund sales

Experience- 5 to 10

Job location Across Mumbai Annual offered salary₹ 7Lacs to 15Lac

Max Age Limit- 36year

Job description

Role & responsibilities

Responsibilities:-

• To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
• 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 customer
• Acquisition & Servicing of HNI/UHNI customers.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds

Preferred candidate profile

well experienced with mutual funds, managing portfolios , HNI clients

Interested one can send their updated resume at- [Confidential Information]

Or What's app and call - 9572355460