- Manage and nurture relationships with existing clients.
- Act as the primary point of contact for client queries and concerns.
- Conduct quarterly portfolio reviews and suggest suitable investment solutions.
- Ensure exceptional customer service and maintain high client satisfaction.
Business Development & Sales
- Identify and develop recent business opportunities.
- Achieve monthly/quarterly sales targets and AUM growth goals.
- Acquire High Net Worth Individuals (HNIs).
Investment Advisory
- Provide expert advice on mutual fund products (equity, debt, hybrid, liquid funds).
- Analyze client risk appetite and recommend appropriate product offerings.
- Advise clients across asset classes based on their financial goals.
- Stay updated with market trends and product developments.
Business Development Activities
- Conduct and organize seminars, workshops, and investor education events.
- Build strong relationships with key decision-makers at corporates/institutions.
- Cross-sell and upsell mutual fund products to existing clients
- Track market segments for new client acquisition
Soft Skills
- Excellent communication skills (oral & written) with clarity of thought
- Strong interpersonal skills and relationship management abilities
- Analytical mind with strong problem-solving skills
- Self-motivated with ability to work under pressure
- Ability to inspire trust and confidence in clients
- Empathetic and passionate about solving client issues
Pay: ₹25,000.00 - ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Life insurance
Ability to commute/relocate:
- Vrindavan, Uttar Pradesh: Reliably commute or willing to relocate with an employer-provided relocation package (Required)
Experience:
- Investment banking,Mutual Fund Industries: 1 year (Required)