Corporate Acquisition Head at SuccessR HR Tech Pvt Ltd
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Sales Role - Mutual Fund (4-6 yrs)
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.