RM - Mutual Fund Sales

3 weeks ago


tamil nadu, 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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