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Genius Consultants
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RM - HNI - B2C | renowned AMC | Delhi / Gurgaon | 15L

RM - HNI - B2C | renowned AMC | Delhi / Gurgaon | 15L

Genius Consultants

2 - 7 years

|

8 - 15 Lacs

new delhi gurugram delhi / ncr

Posted:2 days ago| Platform:

Apply

Skills Required

wealth management wealth product hni mutual funds portfolio management nri nri services hni client handling sales b2c ultra hni pms mf investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

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.
Acquisition of HNI 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
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

Preferred candidate profile

1-3 Yrs of Sales experience, Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

Regards,

Sandipa

7980475998

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Genius Consultants

Consulting

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