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Waytogo Consultants

Affluent Relationship Manager

Waytogo Consultants
Early Applicant
  • 5 months ago
  • Be among the first 50 applicants
Exp: 0-2 Years
Bengaluru / Bangalore, India
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Job Description

  • 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.

More Info

Industry:Other

Function:Retail Banking

Job Type:Permanent Job

Skills Required

Mutual Funds
Revenue Targets
HNI
Sales
product mix
Retail
reference
Investment Planning

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Date Posted: 10/06/2024

Job ID: 81353289

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Waytogo Consultants
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