Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC

1 week ago


Bengaluru Chennai Hyderabad, India Avani Consulting Full time US$ 6,00,000 - US$ 12,00,000 per year

Hi.

Openings in Leading AMC Company,

Job description (Direct Channel - B2C)- Hni / Retail Clients

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.

Call & WhatsApp :

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