Wealth Sales- Mutual Fund

5 days ago

Chandigarh Chandigarh, India Veena Placement Services Full time

Co.: Asset Management

Location: Chandigarh

Designation: Relationship Manager-HNI

Product: Mutual Fund

Job Role:
**Business Management and achieving the set target**
- Drive the business by targeting HNI Clients.
- Build a strong connect with target audience for maximizing the mind share and market share.
- Synergize with all relevant verticals for achieving the desired objective.
- Work on customized solution by offering Combo products. Build strong Client Relationship
- Maintain excellent relationship with existing clients and expansion of key clients
- Ensuring high volume of business in the given location/segment to achieve the desired gross sales.
- Develop and maintain key new client base.

**Compliance on all regulatory rules**
- Provide strategic support for service excellence and ensure compliance on all regulatory and internal audit requirements
- Ensure all SEBI/AMFI rules and regulations are strictly complied.

**Create a Strong mind Recall for AMC**
- Organize meetings with Fund manager/CEOs and Head of Sales.
- Disseminates updates and other product related information in timely manner
- Push for reference of their relatives and social circle.
- Be the wealth one stop solution for investor for all investment related Needs.

**Job Types**: Full-time, Permanent

Pay: ₹600,000.00 - ₹800,000.00 per year

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Life insurance
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Commission pay
- Performance bonus
- Yearly bonus

Application Question(s):

- do you have experience in mutual fund sales?

**Experience**:

- total work: 3 years (preferred)

Work Location: In person

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