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AMC Wealth Manager - Customer Engagement

AMC Wealth Manager - Customer Engagement

Aseup Consultancy

3 - 8 years

|

10 - 18 Lacs

Mumbai Mumbai Suburban Thane Navi Mumbai Mumbai (All Areas)

Posted:1 week ago| Platform:

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Skills Required

HNI Mutual Funds Wealth Management Mf Sales Ultra Hni Amc PMS MF Asset Management Business Development Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Upsell MF products to Retail/HNI clients and generate leads through referrals. Meet sales and revenue targets across product mix Profile clients and offer tailored financial solutions Deliver top-tier service and investment advice to HNI/UHNI clients Required Candidate profile Mutual Fund, PMF, AIF products Act as a single point of contact for assigned customers. Preferably NISM certified with experience in mutual fund sales and HNI relationship management.

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Aseup Consultancy

Aseup Consultancy

www.aseup.com

Business Consulting and Services

Kalyan Maharashtra

2-10 Employees

47 Jobs

Key People

Jane Doe

CEO
John Smith

CTO
Emily Johnson

CFO

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