Relationship Manager - Mutual Funds
Relationship Manager - Mutual Funds
Posted on :
24-06-2025
Employer Active
1 Vacancy
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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 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
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.
Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF
investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management
Employment Type
Full Time
Key Skills
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