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Aseup Consultancy logo
AMC Wealth Manager - Customer Engagement Aseup Consultancy

3.0 - 8.0 years

10 - 18 Lacs

Mumbai, Mumbai Suburban, Thane

Work from Office

Naukri logo

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.

Posted 1 week ago

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Aseup Consultancy logo
Relationship Manager - Customer Engagement Aseup Consultancy

3.0 - 8.0 years

10 - 18 Lacs

Mumbai, Mumbai Suburban, Thane

Work from Office

Naukri logo

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.

Posted 1 week ago

Apply
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