Role Purpose:

Role is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets

Key Accountabilities

- To up-sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through references to shore up the clientele
- Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
- Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
- Achieving the business targets assigned in terms of upselling products, enhancing and upgrading the Client Net worth relationships
- Profiling customers and providing 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 the product mix
- One point of contact for the assigned customer

Critical Skills Required

- Relationship Management
- Influencing Skills
- Technical - Product Knowledge
- Presentation skills
- Interpersonal skills
- Effective Communication
- Result-oriented with proper adherence to compliance

📌 Hiring - Relationship Manager - Direct Channel - Mutual Fund (Delhi)
🏢 Aspire and Succeed HR
📍 Delhi