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Senior Relationship Manager

Senior Relationship Manager

Tetrahed

4 - 8 years

5 - 10 Lacs

Ahmedabad, Vadodara, Mumbai (All Areas)

Posted:2 days ago| Platform:

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Skills Required

Mutual Funds Portfolio Management HNI Acquisition HNI Client Handling Aif

Work Mode

Work from Office

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. Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.

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Tetrahed

www.tetrahed.com

Technology / Data Analytics

San Francisco

50 Employees

273 Jobs

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