Relationship Manager - Asset Management Company - Mutual Fund - PMS
Relationship Manager - Asset Management Company - Mutual Fund - PMS
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Job Description
The role is to increase the client base and maximize sales by planning and implementing organization strategies/activities to achieve the given targets. Responsible for acquiring new customers from the open market and activating inactive clients
- To achieve a monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly/monthly meetings.
- Generation of fresh leads through reference to shore up the clientele
- Responsible for advising Investors to be able to analyze the asset allocation of Investors to customize the approach in accordance with focused selling
- Achieving the business targets assigned in terms of upselling company Products enhancing and upgrading the Clients Net worth
- Profiling customers and providing financial products to meet customer needs
- Ensuring the highest levels of service to Corporate clients/HNI and Retail customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across the product mix
- One-point contact for the assigned customer
- Acquisition & Servicing of Retail and HNI customers
Requirements
- Sales and Relationship Building
- HNI / UHNI Client Acquisition
- Influencing Skills
- Technical - Product Knowledge
- Presentation skills
- Interpersonal skills
- Effective Communication
- Result-oriented with proper adherence to compliance
- Negotiation skills
Benefits
1. Client acquisition for mutual funds, portfolio management and PMS. 2. Client Investment advisory.
Education
MBA, NISM
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
