Job Description
Responsibilities
Job Description of Relationship Manager
To promote all the product line of Mutual Fund
To up sell Mutual Fund products to Retail/HNI Clients.
To generate fresh leads and acquire clients through reference to shore up the clientele.
Profiling customers and provide Investment plan & financial advice to the client/HNI clients.
Ensuring the highest levels of service to the client /HNI clients
One point of contact for the assigned client
To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
Qualification & Experience: Graduate/Postgraduate
Designation: Relationship Manager
Desired Skill
Should possess effective communication and presentation skills.
Ability to convince and negotiate with a confident and determined approach.
Should be highly self-motivated and ambitious in achieving goals.
Should be capable of thriving in the competitive market.
Should be able to work in team and perform independently.
Work Status: Full Time
Skills: generate fresh leads,mutual funds,sales,asset management,wealth management,investment advisory,financial advisory,private banking,portfolio managers
