
Senior Client Relationship Specialist
1 week ago
This role focuses on developing and maintaining strong customer relationships to drive sales growth and revenue expansion.
- Generate fresh leads through referrals, expanding the client base and enhancing business opportunities.
- Upsell mutual fund products to high net worth individuals, providing tailored investment solutions that meet their specific needs.
- Profile customers to offer bespoke financial services and enhance client relationships.
- Deliver exceptional service to both retail and high net worth clients, ensuring a high level of satisfaction and loyalty.
- Provide comprehensive investment planning and advice, helping clients achieve their financial goals.
- Experience in mutual fund sales with a proven track record of success.
- Ability to build and maintain strong relationships with high net worth clients.
- Strong knowledge of mutual funds and ability to communicate complex information to clients.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- NISM certification is preferred but not mandatory.
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