Relationship Manager Who Have Experience On PMS(Portfolio Management)
- 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.
Skills: mutual funds,hni,sales,mf,investment,revenue,portfolio managers
