Posted:-1 days ago|
Platform:
Work from Office
Full Time
- Proactive Client Engagement: Build and maintain strong, trust-based relationships with existing clients.
- New Client Acquisition: Actively identify, prospect, and acquire new retail and HNI clients, presenting our diverse range of mutual funds and investment products.- Cross-selling & Upselling: Maximize client wallet share by introducing additional products and solutions tailored to their evolving needs.
- 3-7 years of demonstrated experience in Relationship Management or Client Servicing within an AMC, Private Bank, Wealth Management firm, or Broking house.
- Proven track record of client acquisition and meeting sales/AUM targets is essential.- Strong understanding of mutual fund products across various asset classes (equity, debt, hybrid, passive).-Excellent communication, interpersonal, and presentation skills.
WOW Softech
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