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17/04 Samira Yusuf Shaikh
Talent Acquisition Executive at Talent Stock Solution

Views:5 Applications:4 Rec. Actions:Recruiter Actions:4

Relationship Manager - Sales - Mutual Fund (2-7 yrs)

Mumbai/Navi Mumbai/Thane Job Code: 321868

Relationship Manager


Responsibilities :

- Promote all product lines of Mutual Funds.

- Upsell Mutual Fund products to Retail/HNI Clients.

- Generate fresh leads and acquire clients through references.

- Achieve sales and revenue targets across product mix.

- Enhance and upgrade Client Net worth relationships.

- Profile customers and provide investment plans & financial advice.

- Ensure the highest levels of service to clients.

- Act as a single point of contact for assigned clients.

- Execute monthly sales plans to acquire HNI/UHNI clients.

- Maintain regular contact with all mapped clients.

Qualification & Experience :

- Graduate/Post Graduate/MBA with a minimum of 2 years of experience in BFSI.

Mandatory certification : NISM Certified.

Designation :

- Relationship Manager

Desired Skills :

- Effective communication and presentation skills.

- Ability to convince and negotiate confidently.

- Self-motivated and ambitious in achieving goals.

- Ability to thrive in a competitive market.

- Team player with the ability to work independently.

Work Status :

- Full Time

Reporting To :

- Channel Manager

Samira Shaikh
Talent Acquisition Executive
Contact: +91 8454005326
Website: - www.talent-stock.com

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