Wealth Manager

Greetings from upGrad rekrut!!

Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.

Candidates with minimum 2 years of experience in Mutual Fund sales should apply.

Responsibilities

? To up sell company&aposs 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 company&aposs 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.

If keen, please whatsapp at 9719198789 or email at [HIDDEN TEXT].

Regards