Relationship Manager | Mutual Fund
4 weeks ago
- The Relationship Manager will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients.
- To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.
- Profiling customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the client /HNI/ Wealth customers.
- Providing Investment planning and advice.
- Achieving sales and revenue targets spread across product mix.
- One point contact for the assigned customer.
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
- Candidates based in Muzaffarpur can apply.
- Candidates having experience in any securities, broking, wealth or private bank (Branch banking) will be preferred.
- NISM Certification is must.
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Relationship Manager | Mutual Fund
4 weeks ago
Muzaffarpur, India Waytogo Consultants Full timeThe Relationship Manager will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients. To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Profiling customers and provide...
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muzaffarpur, India Waytogo Consultants Full timeThe Relationship Manager will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients.To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.Profiling customers and provide...
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muzaffarpur, India Waytogo Consultants Full timeThe Relationship Manager will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients. To up sell MF products to Retail/HNI/ Wealth Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Profiling customers and provide...
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Female Telecaller
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Muzaffarpur, India MANOJ KUMAR LOHIA-SHAREKHAN BUSINESS PARTNER Full timeMake outbound calls to potential clients to discuss investment opportunities in the stock market and mutual funds. Explain the benefits of our services and answer any questions clients may have. Maintain a detailed record of all interactions with clients. **Education**: - Bachelor's (preferred) **Experience**: - Technical support: 1 year (preferred) -...
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Waytogo Consultants Relationship Manager Role
4 weeks ago
Muzaffarpur, Bihar, India Waytogo Consultants Full timeAt Waytogo Consultants, we are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will play a crucial role in maintaining and growing our client relationships.Key Responsibilities:We are looking for an experienced professional who can work closely with internal teams to achieve sales targets and deliver...
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Business Development Associate
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Customer Relationship Officer
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Customer Acquisition Specialist
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Am
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Strategic Client Acquisition Specialist
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Medical Representative
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Field Sales Executive
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Telecaller
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Purchase Officer
6 months ago
Muzaffarpur, India Unique Foods Full timeResponsibilities. - As a Purchase Officer, you will play a pivotal role in optimizing our procurement processes. Your responsibilities will include: - Conducting thorough market research to identify potential suppliers - Negotiating contracts and terms with vendors - Managing supplier relationships and performance - Ensuring timely and cost-effective...
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Sales Executive
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Field Sales Executive
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Banquet Sales Coordinator
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General Manager Production
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