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21/03 Prachi Singh
HR - Recruiters at WTG Consultants

Views:41 Applications:23 Rec. Actions:Recruiter Actions:1

Relationship Manager - Sales - Mutual Funds (2-10 yrs)

Hyderabad/UP/Bangalore Job Code: 318167

- To up sell 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 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

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