
Hiring -RM - Mutual Fund Sales (Hni Clients)B2C-ON Role - Leading AMC
2 weeks ago
Job description
To promote all the product line of Mutual Fund FOR HNI CLIENT
To up sell Mutual Fund products to Retail/HNI Clients
To generate fresh leads and acquire clients through reference to shore up the clientele
RM Mutual Fund Sales Customer Engagement (HNI Clients)
• To up sell MF products to Retail/HNI Clients as per the
assigned database, generation of fresh leads through reference to shore up the
clientele.
• Achieving the business targets assigned in terms of up selling
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.
More Information Contact HR, Srinivas.
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