RM - Mutual Funds - AMC
Posted on :
14-06-2024
Employer Active
1 Vacancy
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Job Description
Job Description of Relationship Manager
Responsibilities:
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 selfmotivated 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
generate fresh leads,mutual funds,sales,asset management,wealth management,investment advisory,financial advisory,private banking,portfolio managers
Employment Type
Full Time
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