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Urgent Hiring For Affluent RM B2C Mumbai
2 weeks ago
Experience- 7 to 13Job location Pune/ Mumbai all Annual offered salary 9 Lacs to 19.0Lac
Job description Role & responsibilities Affluent Relationship Manager
Responsibilities:-
- 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 AMC 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.
experience in managing Retail/HNI Clients, with in depth knowledge of Mutual FundsPreferred candidate profilewell experienced with mutual funds, managing portfolios , HNI clients
Interested one can send their updated resume at- .comOr What's app and call
