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Relationship Manager - Mutual Funds

Relationship Manager - Mutual Funds

Tetrahed

1 - 4 years

3 - 6 Lacs

Jalandhar

Posted:1 month ago| Platform:

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Skills Required

Relationship Management lead generation sales strategy mutual funds acquisition financial planning sales crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

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, 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. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of assigned Retail Individual Financial Agents and Activate more number of MF Skills: investment,financial planning,sales strategy,lead generation,mutual funds,hni,b2c,customer relationship management

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Tetrahed

www.tetrahed.com

Technology / Data Analytics

San Francisco

50 Employees

273 Jobs

Key People

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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

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