Posted:3 months ago|
Platform:
On-site
Full Time
Greetings from upGrad rekrut!!
Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.
? To up sell company&aposs 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 company&aposs 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.
If keen, please whatsapp at 9719198789 or email at [HIDDEN TEXT].
Regards
upGrad Rekrut
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