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Contactx Resource Management Pvt. Ltd.
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Relationship Manager - HNI

Relationship Manager - HNI

Contactx Resource Management Pvt. Ltd.

5 - 8 years

|

15 - 19 Lacs

Posted:6 days ago| Platform:

Apply

Skills Required

relationship management nism mutual funds management customer relationships product service investment planning

Work Mode

Work from Office

Job Type

Full Time

Job Description

To up sell ICICI Prudential 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 needsEnsuring 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

contact No 94125 01851/88597 66816/87551 87878

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Contactx Resource Management Pvt. Ltd.

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