Investment Manager Mutual Fund

4 weeks ago


india Waytogo Consultants Full time
  • To up sell MF products to Wealth 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 /wealth client.
  • Providing Investment planning and advice
  • Achieving sales and revenue targets spread across product mix
  • One point contact for the assigned customer
  • Acquisition & Servicing of Ultra HNI and Wealth Client
  • Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.


  • india CRISIL Limited Full time

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  • india CRISIL Limited Full time

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  • india Waytogo Consultants Full time

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  • india Chemist Box Private Limited Full time

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    India Arin Consultancy Full time

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    1 month ago


    India Arin Consultancy Full time

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  • 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...


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    india Unique Occupational Services Pvt Ltd. Full time

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    india QED Capital Advisors LLP Full time

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    india Kotak Mutual Fund Full time

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  • Operations Head

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    india Tarrakki Full time

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  • india CRISIL Limited Full time

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    India PERSOLKELLY India Full time

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