Affluent Relationship Manager - MF/PMS

Responsibilities:-

- 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 sellingAMC's 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.

- Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets