
RM Mutual funds/PMS sales To HNI
3 weeks ago
Role & responsibilities
RM - Customer Engagement UHNI/HNI client Handling.
• To up sell ICICI Prudential 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 ICICI Prudential
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
Preferred candidate profile
NISM XXI A, NISM VA,CFA,CFP
-
RM Mutual funds/PMS sales To HNI
2 weeks ago
Delhi, Gurugram, NCR, New Delhi, India Avani Consulting Full time ₹ 1,20,000 - ₹ 1,50,000 per yearRole & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...
-
DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India Avani Consulting Full timeDear Candidate, we are having opening from Leading AMC Role: Relationship Manager - Customer engagement Channel Location: Mumbai Min 3 years into HNI clients handling, Mutual funds sales is required Interested candiates kindly share resume to Aanchal in whatsapp Role & responsibilities To manage a team of Relationship Managers, achieve the targets assigned...
-
Delhi, Gurugram, NCR, New Delhi, India Avani Consulting Full time ₹ 7,00,000 - ₹ 13,00,000 per yearDear Candidate,we are having opening from Leading AMCRole: Relationship Manager - Customer engagement ChannelLocation: MumbaiMin 3 years into HNI clients handling, Mutual funds sales is requiredInterested candiates kindly share resume to Aanchal in whatsapp Role & responsibilitiesTo manage a team of Relationship Managers, achieve the targets assigned to team...
-
Mutual Funds sales-In leading AMC
4 days ago
Chennai, Delhi, Mumbai, NCR, India Avani Consulting Full time ₹ 1,50,000 - ₹ 28,00,000 per yearJob descriptionDear Candidate,We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios.Interested Candidates, can share resume to whatsapp / in mail - Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C...
-
Delhi, Mumbai, Mumbai, NCR, India Avani Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per yearRole & responsibilitiesRM - Customer Engagement UHNI/HNI client Handling.• To up sell ICICI Prudential MF products to Retail/ HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele.• Achieving the business targets assigned in terms of up selling ICICI PrudentialProducts, enhancing and upgrading the...
-
HNI- Relationship Manager
3 weeks ago
Eros Hotel Managed By Hilton New Delhi Nehru Place, India Contactx Resource Management Pvt. Ltd. Full timeQualifications:Any GraduateExperience in Dealing with HNI Clients Acquire quality clients through networking, database, and local market intelligence.Build and maintain strong relationships with clients; must have an existing client base.Actively promote the focus product of the month as per business requirements.Handle sales of financial products such as...
-
HNI - Equity Dealer
3 weeks ago
Eros Hotel Managed By Hilton New Delhi Nehru Place, India Contactx Resource Management Pvt. Ltd. Full timeRelationship Manager Experience in Dealing with HNI Clients as dealerExecute the orders on behalf of clientsConfirmations of trade done by EODEnsure the volumes of trade are higher & clients trade frequentlyCross promoting of third party products of Anand Rathi to the same Clientele.Accurate & timely execution of orders on terminal (Sauda Punching on...
-
Relationship Manager/Royle RM/platinum/TL
3 weeks ago
DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India BharatHire Private Limited Full timeRelationship Manager (RM)–Royale CASA & CA/Platinum RMExp of 4- 8 yrs in Retail Banking; preferably in relationship/transactional banking & dealing with HNI Clients. team lead - gurgaon lead BO officer
-
Looking for- HNI Relationship Manager
3 weeks ago
DoubleTree by Hilton Hotel Gurgaon - New Delhi NCR, India AnandRathi Full timeHiring Looking for- HNI Relationship Manager:- It is a direct sales profile so the candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have a maximum number of own clients relationships and he/she should be aware of local market intelligence. Promote Focus Product of the...
-
Mutual Fund Advisor
3 days ago
Shalimar Bagh, Delhi, Delhi, India Monetic Technologies Pvt. Ltd. Full time**Experience**:Minimum 3 - 5 Years of direct or cross / up selling of Mutual Funds Sales **Qualification**: Any Graduation/ Preferred MBA **Job Description: Sales Manager: Mutual Fund** 1. Responsible for managing Direct Sales to Retail & HNI Clients 2. Promote all the Product line of Mutual fund 3. Responsible for generating desired AUM 4. Generate...