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Relationship Manager - Mutual Funds - HNI Client Handling

6 - 11 years

8 - 18 Lacs

Hyderabad Bengaluru

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Portfolio Management Mutual Funds HNI Acquisition Wealth Management HNI Portfolio Management Services PMS HNI Client Handling Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & 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 sellingAMC's 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. Preferred candidate profile - Minimum experience required is 6 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets Perks and benefits Best in the Industry

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