2.0 - 6.0 years

0 Lacs

vadodara, gujarat

On-site

You will be responsible for up selling Mutual Fund products to Retail/HNI Clients based on the assigned database and generating fresh leads through references to expand the clientele. Your main objectives will include achieving the business targets set for up selling products, improving Client Net worth relationships, and offering financial products tailored to meet customer needs. It is crucial to profile customers effectively, deliver the highest levels of service to both clients and HNI customers, and provide investment planning and advice. As the primary point of contact for the assigned customers, you will be tasked with acquiring and servicing HNI/UHNI customers. Candidates with NISM certification and prior experience in managing Retail/HNI Clients, possessing a deep understanding of Mutual Funds, will be preferred. Key Skills required for this role include portfolio management, client relationship management, lead generation, HNI acquisition, customer service, financial products knowledge, investment planning, and mutual funds expertise.,

Posted 1 week ago

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