
Senior Mutual Fund Relationship Manager
2 weeks ago
We are seeking an experienced Relationship Manager to join our team and focus on B2C sales of Mutual Fund products.
Key Responsibilities- Upsell mutual fund products to Retail and HNI clients from an assigned database, focusing on providing expert investment planning and advice.
- Generate new leads through customer referrals to expand the client base.
- Achieve business targets by enhancing client relationships and upselling a diverse product mix.
- Profile customers to offer tailored financial products that meet their specific needs.
- Serve as the primary point of contact for assigned customers, ensuring exceptional service levels.
- Deliver comprehensive investment planning and advisory services.
- Prioritize the acquisition and servicing of HNI/UHNI customers.
- Proven experience in managing portfolios and mutual funds.
- Excellent ability to manage Retail and HNI clients.
- In-depth knowledge of Mutual Funds and market trends.
- Strong skills in client profiling, financial product recommendation, and investment planning.
- Exceptional customer service and relationship-building abilities.
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