Business Manager B2B For Mutual fund
2 weeks ago
Role & responsibilities
Roles and Responsibilities
- To promote all the product line of Mutual Fund/Financial Assets
 - To up sell Mutual Fund products (B2B sales)
 - To generate fresh leads and acquire clients through reference to shore up the clientele
 - Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients
 - To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
 - Develop and maintain a long-term relationship with Channel partner
 - One point of contact for the assigned client
 - To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
 
Preferred candidate profile
NISM V A mandatory
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