Relationship Manager/TL-CEC /Institutional Sales

Position: Relationship Manager/TL-CEC /Institutional Sales Location: Delhi, Ludhiana, Kolkata Exp: 4 + Years Education: MBA Job Responsibilities: 8+ Yrs of experience in similar industry, Preference to NISM VA and NISM XXIA certified candidates with experience in managing UHNI Clients, with in depth knowledge of Mutual Funds Market. Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets. To up sell company Mutual funds products to UHNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele . Acquisition of UHNI clients and ensure regular contact with all mapped clients through regular calls. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling. Profiling customers and provide financial products to meet customer needs.