Relationship Manager - Mutual Fund Sales
- Avani consulting
- 1 to 6 Yrs
- Multi-City, India
- 4 years ago
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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
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
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/Post Graduate/MBA with minimum 2 years of experience from BFSI
Certification (Mandatory): Must be NISM Certified
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 also perform independently
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial ServicesRole Category: Sales / BDFunctional Area: Not ApplicableRole/Responsibilies: Relationship Manager - Mutual Fund SalesContact Details:
Company: Avani ConsultingLocation(s): Multi-City, India
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