
Customer Engagement Manager
3 days ago
Opportunities exist for experienced individuals to take on the role of Customer Engagement Managers.
The position is based in Delhi and Gurgaon, with a focus on managing high net worth and ultra high net worth clients.
Key responsibilities include:
- Upselling mutual fund products to ultra high net worth clients based on assigned databases
- Generating new leads through referrals to expand the client base
- Acquiring and retaining ultra high net worth clients through regular communication
- Providing personalized investment advice to clients based on their asset allocation needs
- Profiling customers to offer tailored financial solutions
- Maintaining exceptional service standards for high net worth and ultra high net worth clients
- Meeting business targets by upselling products and enhancing client relationships
Applicants should have a strong background in customer engagement, excellent communication skills, and experience working with high net worth clients. A deep understanding of the mutual fund market and ability to analyze client needs are also essential.
We are looking for motivated and results-driven professionals who can thrive in a fast-paced environment.
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