Hiring -RM - Mutual Fund Sales (Hni Clients)CEC -ON Role - Leading AMC
3 days ago
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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Hyderabad, India Avani Consulting Full timeHiring RM Leading AMC Company (CEC, DET, BANCA) **Designation**: Relationship Manager **Experience**: Minimum 1 Year Banking,(MF, Cross selling, Equity, Securities) Mutual Funds Sales Experience required. Qualification: - Any Gradutation **Responsibilities**: - To up sell MF products to Retail/HNI Clients as per the assigned database, generation of...
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