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United Hr Solutions
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Relationship Manager

Relationship Manager

United Hr Solutions

4 - 8 years

|

6 - 12 Lacs

Posted:2 weeks ago| Platform:

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Skills Required

mutual funds nism relationship manager hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Proactively sell Mutual Fund products to Retail and HNI clients from the assigned database.
Generate fresh leads through referrals and networking to expand the client base.
Conduct detailed customer profiling to understand financial needs and recommend suitable investment products.
Provide comprehensive investment planning and advisory services tailored to client goals.
Ensure exceptional service standards and maintain strong client relationships, especially with HNI/UHNI clients.
Achieve business targets across a diversified product mix, ensuring consistent revenue generation.
Drive B2C sales initiatives and contribute to overall business growth.
Acquire and manage a portfolio of HNI/UHNI clients, ensuring high levels of client satisfaction and retention.
NISM certification is preferred.

Preferred candidate profile

Designation: Relationship Manager Customer Engagement

EXP : 3-8 Years

Key skills :

Best regards

Mamta Mevada

Recruitment consultant

Mobile: +91 9904900177

Email: bdq5@uhr.co.in

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