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Mutual Fund Sales - HNI Client -ON Role - Leading AMC

4 - 9 years

5 - 14 Lacs

Pune Hyderabad Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

HNI Mutual Funds Sales Priority Banking Wealth Management Relationship Manager Upsell Premier Banking Private Banking Cross Selling Cross Sales NISM Upselling Lead Generation Direct Selling PMS MF Investment Advisory RM Casa Sales Preferred Banking Aif Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job description To promote all the product line of Mutual Fund FOR HNI CLIENT To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele RM Mutual Fund Sales Customer Engagement (HNI Clients) • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. More Information Contact HR, UTTAM. Call & WhatsApp :- 9949101406 Share Updated resume, uttam@avaniconsulting.com

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