Relationship Manager

3 weeks ago

Delhi, Delhi, India Manpower Full time

Dear Connections,

We are looking for Relationship Managers for a leading AMC for the locations Delhi and Gurgaon .

Role: RM-Customer Engagement (HNI/UHNI)

Location: Delhi/ Gurgaon

Exp: 4+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing HNI Clients, with in depth knowledge of Mutual Funds Market.

Responsibilities

  • To up sell client's MF products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele
  • Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls
  • Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
  • Profiling customers and provide financial products to meet customer needs
  • Ensuring the highest levels of service to the client /HNI customers
  • Achieving the business targets assigned in terms of up selling client's Products, enhancing and upgrading the Client Net worth relationships

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