Investment Manager - Mutual Fund

Job Description:

- To up sell MF products to Wealth 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 MF 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/wealth client.

- Providing Investment planning and advice.

- Achieving sales and revenue targets spread across product mix.

- One point contact for the assigned customer.

- Acquisition & Servicing of Ultra HNI and Wealth Client.

- Preference to NISM Certified candidates with experience in managing wealth client with in depth knowledge of Mutual Funds.

- Experience is 2-4 years