Affluent Relationship Manager - Mutual Fund

- 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 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.

Experience is 1-3 years