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Relationship Manager -Mutual Funds ( Mumbai)

Relationship Manager -Mutual Funds ( Mumbai)

Indihire Consultants

2 - 7 years

7 - 11 Lacs

Mumbai Navi Mumbai Mumbai (All Areas)

Posted:1 week ago| Platform:

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Skills Required

Portfolio Management Amc Sales Amfi Wealth Management Mutual Funds HNI Sales TPP Client Acquisition MF Third Party HNI Client Handling Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities: Upsell Mutual Fund products to Retail and HNI clients using an assigned database. Generate fresh leads through referrals to expand the client base. Achieve business targets related to upselling and enhancing client net worth relationships. Conduct detailed customer profiling to offer customized financial solutions. Ensure the highest level of service delivery to Retail and HNI customers. Provide investment planning and financial advisory services to clients. Achieve sales and revenue targets across a diversified product portfolio. Act as the single point of contact for assigned customers, ensuring consistent client engagement. Drive acquisition and deliver ongoing servicing of HNI/UHNI customers. Qualifications & Requirements: Minimum 2 years of experience in managing Retail and/or HNI clients. NISM certification preferred. Strong knowledge of Mutual Funds and investment products. Excellent interpersonal and communication skills. Self-motivated with a client-centric and target-driven approach.

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Indihire Consultants

indihire.com

Staffing and Recruiting

New Delhi New Delhi

51-200 Employees

101 Jobs

Key People

Saurabh Jain

Founder & CEO
Nikhil Bhurani

Chief Operating Officer

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Relationship Manager -Mutual Funds ( Mumbai)

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Relationship Manager -Mutual Funds ( Mumbai)

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Skills Required

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