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Waytogo Consultants
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Relationship Manager

Relationship Manager

Waytogo Consultants

3 - 8 years

5 - 14 Lacs

Jammu, Mumbai, Hyderabad

Posted:2 months ago| Platform:

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Skills Required

NISM Mutual Funds Portfolio Management Amc Mutual Funds Sales MF Asset Management

Work Mode

Work from Office

Job Type

Full Time

Job Description

To up sell 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 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. • Achieving sales and revenue targets spread across product mix. • 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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Waytogo Consultants

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50 Employees

82 Jobs

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