Relationship Manager - Sales - Mutual Fund (1-5 yrs)
Job Description of Relationship Manager
Responsibilities:
- To promote all the product line of Mutual Fund
- To up sell Mutual Fund products to Retail/HNI Clients
- To generate fresh leads and acquire clients through reference to shore up the clientele
- To achieve sales and revenue targets spread across product mix
- To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
- Profiling customers and provide Investment plan & financial advice to the client/HNI clients
- Ensuring the highest levels of service to the client /HNI clients
- One point of contact for the assigned client
- To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients
through regular weekly / monthly calls
Qualification & Experience: Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory): Must be NISM Certified
Desired Skill:
- Should possess effective communication and presentation skills
- Ability to convince and negotiate with a confident and determined approach
- Should be highly self motivated and ambitious in achieving goals
- Should be capable of thriving in the competitive market
- Should be able to work in team and also perform independently
Work Status: Full Time
Reporting to: Channel Manager
Location : Anywhere in Delhi NCR
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