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Wealth Relationship Manager II Mutual Fund Co.

Wealth Relationship Manager II Mutual Fund Co.

Flexy Managers

3 - 8 years

8 - 10 Lacs

Chennai Coimbatore Bengaluru

Posted:1 month ago| Platform:

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Skills Required

HNI Mutual Fund Uhni HNI Client Handling High Network Sales High Networth Individual Mutual Funds Portfolio Management HNI Acquisition Wealth Management Ultra Hni PMS MF Investment Products Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Here is the job description Title: Business Channel Manager Locations: Bengaluru, Chennai and Coimbatore Full-Time Responsibilities: Connect with High Networth Individuals (HNI) and Ultra High Networth Individuals (UHNI), Family offices. Introduce MF / PMS / AIF solutions products basket to clients to build and strengthen an effective portfolio as required by client and periodically review the same. New client acquisition through referrals from existing clients Deepen the relationship and increase the share of wallet. Network with clients to identify avenues for new business opportunities. Maintain highest level of service and delivery to all clients. Maximise client experience by proactively sharing market updates, trends and other information. Ensure compliance with all regulatory requirements and companys policies & processes at all times. Essential Skills: Expert relationship building and relationship management skills with experience in managing the sophisticated needs of clients. Good knowledge of financial products. Consistently exceed the clients expectations by being dedicated and passionate. Excellent communication skills and a strong executive presence Education: MBA Finance (Full Time) or CA or CFA or CFP

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Wealth Relationship Manager II Mutual Fund Co.