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Megha

Consultant at Rightmatch

Last Login: 01 September 2023

Job Views:  
176
Applications:  45
Recruiter Actions:  1

Job Code

1307673

Sales Role - BFSI

4 - 15 Years.Goa
Posted 1 year ago
Posted 1 year ago

- Connect with High Net-worth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices and introduce products of AMC across MF / PMS / AIF.

- Introduce MF / PMS / AIF solutions from the AMC product basket to clients to build and strengthen an effective portfolio as required by the client and periodically review the same.

- New client acquisition through referrals from existing clients

- Deepen the relationship and increase the share of wallet for AMC.

- Network with clients to identify avenues for new business opportunities.

- Maintain the highest level of service and delivery to all clients.

- Maximise client experience by proactively sharing market updates, trends, and other information.

- Ensure compliance with all regulatory requirements and the company's policies & processes at all times.

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Posted By

user_img

Megha

Consultant at Rightmatch

Last Login: 01 September 2023

Job Views:  
176
Applications:  45
Recruiter Actions:  1

Job Code

1307673

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