Relationship Manager - Leading Amc company / PMS/ AIF/ MF

This role is for a Relationship Manager at a leading AMC company, specializing in Mutual Funds, PMS, and AIF. The ideal candidate will have extensive experience in B2C sales to HNI and UHNI clients and will be responsible for providing investment advice, generating new business, and ensuring the highest level of client service.

Key Responsibilities

• Upsell mutual fund products and other financial instruments to Retail/HNI clients from an assigned database.
• Generate fresh leads through references to expand the clientele.
• Achieve business targets by upselling products and enhancing client net worth relationships.
• Profile customers to provide financial products that meet their specific needs.
• Serve as the single point of contact for assigned customers, ensuring the highest level of service.
• Provide investment planning and advice to clients.
• Acquire and service HNI/UHNI customers.

Skills & Qualifications

• Experience in B2C sales of mutual funds.
• Proven experience in handling HNI and UHNI clients.
• In-depth knowledge of Mutual Funds.
• The ability to achieve sales and revenue targets.
• NISM certification is preferred.