HR - Recruiters at WTG Consultants
Views:41 Applications:23 Rec. Actions:Recruiter Actions:1
Relationship Manager - Sales - Mutual Funds (2-10 yrs)
- 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