Senior Manager/Investment Relationship Manager - CASA/Mutual Funds

Investment Relationship Manager - CASA (Sr. Manager)

- 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 Mutual fund 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.