Senior Consultant at Waytogo Consultant
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Team Leader - B2C Sector - Mutual Fund (5-15 yrs)
Responsibilities :
- To manage the entire B2C team of Mumbai and ensuring talent development of B2C Mumbai team
- Achieving the business targets / Team targets assigned in terms of up selling Investment Products, enhancing and upgrading the Client Net worth relationships.
- Accompanying team to represent and close HNI/Ultra MF/PMS/AIF deals
- Ensuring the highest levels of service is provided to the client /HNI customers along with HNI/Ultra HNI Acquisition
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
