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

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

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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Leading Company

Company that provides cloud-based software solutions for managed service providers (MSPs), empowering them to support digital transformation and growth for small and medium-sized enterprises (SMEs) . Focus on MSPs:N-able's primary focus is on providing tools and solutions that enable MSPs to bette...