RM_ Baroda _ Mutual Funds

TETRAHED INC

0 years

96 - 120 Lacs

Ahmedabad Gujarat India

Posted:1 week ago| Platform:

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Skills Required

database upgrading profiling service planning portfolio management

Work Mode

On-site

Job Type

Full Time

Job Description

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.
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
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.

Skills: portfolio management,client relationship management,lead generation,hni acquisation,customer service,financial products,investment planning,mutual funds,hni

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