Relationship Manager | Mutual Fund

4 weeks ago


Muzaffarpur, India Waytogo Consultants Full time
  1. The Relationship Manager will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients.
  2. 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.
  3. Profiling customers and provide financial products to meet customer needs.
  4. Ensuring the highest levels of service to the client /HNI/ Wealth customers.
  5. Providing Investment planning and advice.
  6. Achieving sales and revenue targets spread across product mix.
  7. One point contact for the assigned customer.
  8. Acquisition & Servicing of HNI/UHNI customers.
  9. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
  10. Candidates based in Muzaffarpur can apply.
  11. Candidates having experience in any securities, broking, wealth or private bank (Branch banking) will be preferred.
  12. NISM Certification is must.



  • Muzaffarpur, India Waytogo Consultants Full time

    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...


  • muzaffarpur, India Waytogo Consultants Full time

    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...


  • muzaffarpur, India Waytogo Consultants Full time

    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...

  • Female Telecaller

    4 months ago


    Muzaffarpur, India MANOJ KUMAR LOHIA-SHAREKHAN BUSINESS PARTNER Full time

    Make 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) -...


  • Muzaffarpur, Bihar, India Waytogo Consultants Full time

    At 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...


  • Muzaffarpur, Bihar, India Waytogo Consultants Full time

    Job DescriptionWe are seeking a skilled Business Development Associate to join our team at Waytogo Consultants. The ideal candidate will be responsible for managing existing client relationships, identifying new business opportunities, and contributing to the growth of our organization.Key Responsibilities:Work closely with internal teams to achieve sales...


  • Muzaffarpur, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    **Post : Relationship Officer** **Job Role: On roll** **Hiring for leading Branch Banking Company.** **Job Profile**: - To recruit and appoint agents for business - Train agents on products, process and USPs of Co. - Manage the daily activity of producers to ensure strong pipeline. - Coach & guide agents to cross sell and grow their business - Analysis...


  • Muzaffarpur, Bihar, India Waytogo Consultants Full time

    At Waytogo Consultants, we are seeking a highly skilled Client Relationship Strategist to join our team. This role involves working closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients.About the RoleThis is an exciting opportunity for a results-driven individual to take on...


  • Muzaffarpur, Bihar, India Waytogo Consultants Full time

    Waytogo Consultants is a leading organization, and we are currently looking for an experienced Customer Acquisition Specialist to join our team.The estimated salary for this position in Muzaffarpur is ₹8,00,000 - ₹15,00,000 per annum, depending on the candidate's qualifications and experience.Job Description:We are seeking a skilled Relationship Manager...

  • Am

    7 months ago


    Muzaffarpur, India Next Education Full time

    Minimum Required Experience : 5 years Full Time **Skills**: - Channel Management- Negotation SkillsDescription Requirements & Responsibilities: Achieve Sales Targets: Meet and exceed monthly, quarterly, and annual sales targets through proactive selling and effective communication. Market Research: Conduct market research to identify potential clients...


  • Muzaffarpur, Bihar, India Waytogo Consultants Full time

    Job DescriptionWe are seeking a highly motivated and experienced Strategic Client Acquisition Specialist to join our team at Waytogo Consultants.The successful candidate will work closely with internal teams, including marketing and investment advisors, to meet sales targets and provide exceptional service to clients.Main Responsibilities:To upsell MF...


  • Muzaffarpur, India Rayash Education Private Limited Full time

    _**Roles and Responsibilities**_ - Achieve designated targets. - Generate database from Schools and other sources. - Meeting with Principals, Coordinators and management Personnel of schools for Business generation. - Execute various marketing activities within assigned region. - Conducting Seminars in schools, open seminars in town, Residential Apartments...


  • Muzaffarpur, India Themis Pharmaceuticals Full time

    Conduct pharmaceutical sales for the company and meet the sales targets - Increase brand awareness and build a relationship with prospective and existing customers - Ensure that proper advertising and marketing are done through the medical product sales - Liaison with doctors, hospitals and medical staff - Analyse client needs, find gaps in the market and...

  • Field Sales Executive

    5 hours ago


    Muzaffarpur, India Karunagrowthshiksha.pvt.ltd Full time

    _**Here is a job description for a Field Sales Executive**:_ **Salary**: - is based on achieving the target you can get best amount of incentives - **Job Title: Field Sales Executive**_ - **Company: [Karunagrowth shiksha pvt ltd ]**_ - **Location: []Karunagrowth Shiksha Pvt Ltd, Shahi apartment, Professor Colony, Gobarsahi, Muzaffarpur, Bihar 842001)**_ -...

  • Telecaller

    5 hours ago


    Muzaffarpur, India Karunagrowthshiksha.pvt.ltd Full time

    **Overview** **Duties** - Conduct outbound calls to prospective clients to introduce our products and services. - Engage in meaningful conversations to understand customer needs and provide tailored solutions. - Effectively communicate the value proposition of our offerings to drive interest and generate leads. - Utilize negotiation skills to overcome...

  • Purchase Officer

    6 months ago


    Muzaffarpur, India Unique Foods Full time

    Responsibilities. - 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...

  • Sales Executive

    4 weeks ago


    Muzaffarpur, India Job Destiny Full time

    Required skills for a sales executive: - Confidence in building rapport, handling objections, and closing deals. - Ability to articulate ideas clearly, actively listen to customer needs, and effectively present information. - Must Have own Vehicle and Licence. - Prioritizing customer satisfaction and building long-term relationships. - Negotiating favorable...

  • Field Sales Executive

    6 months ago


    Muzaffarpur, India SWEN Services Full time

    Position :**:Field sales execative** Location :**:Muzafarpur** Education**: graduate** Experience :**:Need more then 2 year in filed sales** Job Discription - Recruiting, screeing and training with new agent. - Ensuring adding mew recruitments & training them to generate business. - Communicate targets, incentive, systems, policies and career growth...


  • Muzaffarpur, India Amar Jyoti Developers Full time

    Key Responsibilities: - Build and maintain relationships with potential clients and existing customers - Conduct property tours and provide detailed information about the banquet hall and services offered - Advise clients on event planning, including catering, decoration, and entertainment - Create and present proposals and contracts to clients - Negotiate...


  • Muzaffarpur, India PEARL GLOBAL INDUSTRIES LTD (PGIL) Full time

    The General Manager - Production will oversee and manage all aspects of the production process in the garment manufacturing unit. The ideal candidate should have extensive experience in garment production, ensuring that the manufacturing process is efficient, meets quality standards, and is delivered on time. This role will require leadership, strategic...