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Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Tetrahed

1 - 3 years

4 - 6 Lacs

Baramati

Posted:2 months ago| Platform:

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Skills Required

Relationship Management Mutual Funds Sales NISM Wealth Management Mutual Funds Management Asset Management customers service

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 selling Mutual Fund 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 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.

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Tetrahed

www.tetrahed.com

Technology / Data Analytics

San Francisco

50 Employees

273 Jobs

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Relationship Manager - Mutual Funds

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Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

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Relationship Manager - Mutual Funds

Experience & Salary

Skills Required

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