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Mutual Funds Sales Specialist

1 month ago

Mumbai Metropolitan Region, India Waytogo Consultants Full time
  • 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.
  • Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships.
  • Profiling customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the client /HNI 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

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