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Waytogo Consultants

HNI Relationship Manager | Mutual Fund (AMC)

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

  • 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 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 /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.

More Info

Industry:Other

Function:Retail Banking

Job Type:Permanent Job

Skills Required

Financial Products
Revenue Targets
Service
Client
Investment Planning
Sales

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Date Posted: 10/06/2024

Job ID: 81368213

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Waytogo Consultants
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