RM - Mutual Fund Sales

3 weeks ago


Chennai, 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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