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Relationship Manager - Mutual Funds - Sales - AMC

3 - 7 years

5 - 10 Lacs

Mumbai

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

Relationship Management upselling HNI b2b sales Mutual Funds sales client acquisition financial advice b2c sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsibilities Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls. Desired Skill Should possess effective communication and presentation skills. Ability to convince and negotiate with a confident and determined approach. Should be highly self-motivated and ambitious in achieving goals. Should be capable of thriving in the competitive market. Should be able to work in team and perform independently. Work Status: Full Time Skills: negotiation,amc, b2b sales, mutual funds,b2c sales, mutual fund,communication, client acquisition,financial advice, relationship management, investment,hni, generate fresh leads,presentation, sales.

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