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Relationship Manager - Mutual fund

1 - 6 years

3 - 7 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • Achieving the business targets assigned in terms of up selling 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

To execute monthly sales plan to acquire HNI / UHNI clients and ensure regular contact with all mapped clients through clients through weekly / monthly calls.

Call / whatsapp - +91 7355922379

mail id - taru@avaniconsulting.com

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