Hiring CFA(Chartered Financial Analyst) For Sales In Leading Asset Management Company - Delhi
Designation :Relationship Manager - CEC
Location : Delhi / NCR
Work Experience : 1 - 7 Years
Ctc - Max 5.50 Lacs
Qualification : Graduation / MBA and CFA level 1 to 3
Job description
1. 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
2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
5. Profiling customers and providing financial products to meet customer needs
6. Ensuring the highest levels of service to the client /HNI customers
7. Providing Investment planning and advice
8. Achieving sales and revenue targets spread across product mix
9. One point contact for the assigned customer
Candidate should be working in AMC, Investment Banking & Broking, Wealth Manager, Investment Analyst
Share resume on sa***t@op**********e.in/sa***********m@gm**l.com
Call @9967054***