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

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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