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Genius Consultants
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Relationship Manager - Affluent RM (HNI Sales - Mutual Fund)

Relationship Manager - Affluent RM (HNI Sales - Mutual Fund)

Genius Consultants

6 - 11 years

|

9 - 15 Lacs

Posted:None| Platform:

Apply

Skills Required

hni mutual funds broking portfolio mutual funds sales hni acquisition hni client handling wealth management sales b2c aum portfolio amc pms mf securities

Work Mode

Work from Office

Job Type

Full Time

Job Description

Designation

Responsibilities:-

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 ICICI Prudential 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.

Regards,

Sandipa D

7980475998

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Genius Consultants

Consulting

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