Relationship Manager - Mutual Funds

As a professional in this role, your primary responsibility will be to up sell Mutual Fund products to Retail and High Net Worth Individuals (HNI) clients based on the provided database and by generating fresh leads through references to enhance the client base. Your key objectives will include achieving the set business targets by increasing sales, enhancing client net worth relationships, and upgrading services to meet the financial needs of customers. To excel in this role, you will be required to profile customers effectively, offer suitable financial products that align with their requirements, and ensure the highest standards of service for all clients, especially HNI customers. Your duties will also involve providing investment planning and advice, acting as a single point of contact for assigned customers, and acquiring as well as servicing HNI/UHNI clients. Candidates with NISM certification and prior experience in managing Retail and HNI clients, along with a comprehensive understanding of Mutual Funds, will be given preference. Your role will focus on maximizing sales through strategic planning and implementation of organizational activities to meet specified targets by engaging with a group of assigned Retail Individual Financial Agents and increasing Mutual Fund activations. Key skills essential for success in this position include proficiency in investment strategies, financial planning, sales techniques, lead generation, Mutual Funds knowledge, catering to HNI clients, business-to-customer (B2C) interactions, and effective customer relationship management. If you are a proactive professional with a passion for sales and financial services, possessing the required skills and experience, this role offers an exciting opportunity to drive business growth and client satisfaction through a tailored approach to financial product offerings and customer engagement.,