Customer Engagement Manager

2 weeks ago


Mumbai City District, India Topgear Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per year

This Opportunity is with a leading Asset Management company for their office in Mumbai location

Role: Customer Engagement Channel - Deputy Manager/ Manager

Experience: 3 - 9 Years

Job Description:

Roles & Responsibilities:

  • To up sell company's MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele.
  • Achieving the business targets assigned in terms of up selling company's Products, enhancing and upgrading the Client Net worth relationships.
  • Profiling customers and provide financial products to meet customer needs.
  • Ensuring the highest levels of service to the client /HNI customers.
  • Providing Investment planning and advice.
  • Achieving sales and revenue targets spread across product mix.
  • One point contact for the assigned customer.
  • Acquisition & Servicing of HNI/UHNI customers.
  • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Required Skillset & Qualification:

  • Required experience in selling mutual funds to HNI/ Retail Clients.
  • Required experience in HNI acquisition.
  • Required good knowledge of mutual funds.
  • NISM Certification is mandatory.
  • Qualification Any Graduate (Full Time)

Interested Candidates can share their CV's


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