Relationship Manager -Mutual Fund /PMS/AIF (Budget -18LPA )

Post - Relationship Manager - HNI

Job Location - All Mumbai

Salary range -18LPA

Products -Mutual fund, PMS(Portfolio Management Services), AIF (Alternative Investment Funds)

Working days - 6 days (Alternative Saturday off )

Responsibilities

• To up sell company MF products to Retail/HNI Clients, generation of fresh leads

through reference to shore up the clientele.

• Achieving the business targets assigned in terms of up selling company 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.

• Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Qualifications:

Graduation with NISM certificate .

Experience - Min 3+ Years

If you feel suitable call or Whatsapp-8591744131