Wealth manager

5 days ago

Bengaluru, Karnataka, India UpGrad Rekrut Full time

Greetings from up Grad rekrutOur client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.Candidates with minimum 2 years of experience in Mutual Fund sales should apply.Responsibilities To up sell company's 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 company's 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.If keen, please whatsapp at or email at

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