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Business Manager B2B For Mutual fund

Business Manager B2B For Mutual fund

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Avani Consulting

5 - 10 years

5 - 9 Lacs

varanasi indore ahmedabad

Posted:-1 days ago| Platform:

Apply

Skills Required

nism mutual funds b2b sales asset management wealth ifa sales amc mfd nds

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Roles and Responsibilities

To promote all the product line of Mutual Fund/Financial Assets
To up sell Mutual Fund products (B2B sales)
To generate fresh leads and acquire clients through reference to shore up the clientele
Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition and generating AUM from preferred clients
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships
Develop and maintain a long-term relationship with Channel partner
One point of contact for the assigned client
To execute monthly sales plan to acquire clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Preferred candidate profile

NISM V A mandatory

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Business Manager B2B For Mutual fund