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Waytogo Consultants
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Investor Engagement in Asset Management

Investor Engagement in Asset Management

Waytogo Consultants

4 - 9 years

7 - 17 Lacs

Delhi NCR, Gurgaon, Noida

Posted:2 months ago| Platform:

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Skills Required

Mutual Funds Sales Wealth Management HNI Sales Mutual Funds Amc Asset Management HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities 1. JOB PURPOSE This role will provide AMC Products as investment solutions directly to the investor. It is a B2C channel which involves technical understanding and support regarding the markets and all various products the company has and will launch and on automation to ensure compliance with all company policies, processes, and codes of conduct. This role acts as a catalyst to boost the sales of the company by directly getting HNI/UHNIs invested. 2. Reports To Regional Business Head 3. PRINCIPAL ACCOUNTABILITIES New Client Acquisition, Gross Sales, Net Sales and SIP targets assigned across MF, PMS and AIF (in future products) Capture substantial Market share in direct channel. Enhance and upgrade the client net worth relationships. Identify prospective clients and build relationships for selling the AMC products. Acquisition and Servicing of HNI/UHNI customers Staying relevant by enhancing market knowledge and market behaviors. Read and update knowledge on regular basis to be able to articulate the fund house views and positioning of the product.

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Waytogo Consultants

www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

Key People

Jane Doe

CEO
John Smith

COO

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