Hiring -rm - Mutual Fund Sales (hni Clients)b2c-on Role - Leading Amc @ Leading Securitie

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Hiring -rm - Mutual Fund Sales (hni Clients)b2c-on Role - Leading Amc

Leading Securitie
5 - 10 years
Hyderabad
11 months ago
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Job Description

Job description

To promote all the product line of Mutual Fund FOR HNI CLIENT

To up sell Mutual Fund products to Retail/HNI Clients

To generate fresh leads and acquire clients through reference to shore up the clientele

RM Mutual Fund Sales Customer Engagement (HNI Clients)

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.

More Information Contact HR, Srinivas.

Call & WhatsApp :- 7386568***

Share Updated resume,

sr*****s@av************g.com

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Leading AMC Company
Location(s): Hyderabad

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Keyskills: HNI Mutual Funds Sales Wealth Management Relationship Manager Affluent Upsell Premier Banking Private Banking burgundry Cross Selling Cross Sales NISM Upselling Lead Generation Direct Selling PMS MF Investment Advisory RM Casa Sales Preferred Banking Aif Investment

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₹ 5-13 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Hiring -rm - Mutual Fund Sales (hni Clients)b2c-on Role - Leading Amc @ Leading Securitie

Home > Trading, Asset & Wealth Management