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Relationship Manager
4 weeks ago
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
