Franchise Partner at Optimum Future
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Senior Relationship Manager - Mutual Funds (3-10 yrs)
Urgently Hiring Sr.Relationship Manager For Leading Mutual Funds Company(AMC) - Delhi / NCR
Designation: Sr. Relationship Manager(Wealth Manager)
Location - Delhi / NCR
Salary - 12 LPA to 15 LPA
Experience Required: 3 -10 Years of selling experience of Mutual Funds, PMS, Investment Product, Bonds, Fixed Deposit etc.
Candidate must be NISM certified,
Job description :
1. 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
2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
5. Profiling customers and provide financial products to meet customer needs
6. Ensuring the highest levels of service to the client /HNI customers
7. Providing Investment planning and advice
8. Achieving sales and revenue targets spread across product mix
9. One point contact for the assigned customer
If interested call to 9967054099
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