Mutual Fund Relationship Manager

To up sell MF products to Retail/HNI/ 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 /HNI/ Wealth 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.