Portfolio Relationship Manager - AMC
Portfolio Relationship Manager - AMC
Posted on :
11-04-2025
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1 Vacancy
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Job Description
Responsibilities:
- To upsell 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 upselling 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.
Interested candidates please share CVs to
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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