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▷ (Only 24h Left) Mutual Fund Relationship Manager - HNI

2 months ago

Mumbai, India Waytogo Consultants Full time
- 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 Mutual Fund 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.

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