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21/11 Tejasvini Pise
Corporate Acquisition Head at SuccessR HR Tech Pvt Ltd

Views:32 Applications:9 Rec. Actions:Recruiter Actions:0

Sales Role - Mutual Fund (4-6 yrs)

Bangalore Job Code: 186206

Roles and Responsibilities :

- Mutual Fund Experience only

- Min 2 Years in Mutual Funds

- Analyse and whitelist different mutual fund.

- Attend Con-call of fund manager, maintain list if whitelist fund and track them regularly.

- Suggest and plan portfolio for investors.

- Recommend right organise training for different aspect of Mutual Funds.

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet.

- Generating Incremental Business

Desired Candidate Profile :

- Having good knowledge of wealth management.

- Handling HNI & UHNI Clients of wealth.

- Must have experience of banking, AMC & securities.

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