04 Aug
|
RECEX
|
Ahmedabad
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 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.
- B2C Sales
- Look for candidate banking profiles or wealth counter who are managing HNI client , have knowledge on Mutual fund and Equity.
Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.
📌 Relationship Manager – Customer Engagement (Ahmedabad)
🏢 RECEX
📍 Ahmedabad