Mutual Fund Relationship Manager

4 weeks ago


Mumbai, India Waytogo Consultants Full time
  • 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 Mutual Fund 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.



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