Relationship Manager – Customer Engagement

1 day ago

Ahmedabad Vadodarabaroda, India RECEX Full time ₹ 5,00,000 - ₹ 25,00,000 per year


Job Description:
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 and upgrading the Client Net worth relationships.Profiling customers and provide financial products to meet customer needsEnsuring the highest levels of service to the client /HNI customersProviding Investment planning and adviceAchieving sales and revenue targets spread across product mixOne point contact for the assigned customerAcquisition & Servicing of HNI/UHNI customers.B2C SalesLook for candidate banking profiles or wealth counter who are managing HNI client , have knowledge on Mutual fund.

       Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.


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