Relationship Manager Customer Engagement

This role is for a Relationship Manager specializing in Customer Engagement for a leading AMC. The ideal candidate will focus on upselling mutual fund products to Retail and HNI clients, generating new leads, and providing top-tier investment planning and advice.

Key Responsibilities

• Upsell AMC mutual fund products to Retail and HNI clients from an assigned database.
• Generate fresh leads through references to expand the clientele.
• Achieve assigned business targets by upselling AMC products and enhancing client net worth relationships.
• Profile customers to provide tailored financial products that meet their specific needs.
• Ensure the highest levels of service to both Retail and HNI customers.
• Provide comprehensive investment planning and advice.
• Achieve sales and revenue targets across a diverse product mix.
• Act as the single point of contact for assigned customers.
• Focus on the acquisition and servicing of HNI/UHNI customers.

Skills & Qualifications

• Experience in mutual fund sales.
• Proven ability to manage Retail and HNI clients.
• In-depth knowledge of Mutual Funds.
• Strong skills in client profiling, financial product recommendation, and investment planning.
• Excellent customer service and relationship-building abilities.
• NISM certification is preferred.