Roles and Responsibilities :
- Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs (UHNI) to acquire new clients for mutual fund products.
- Develop and maintain strong client engagement through regular communication, meetings, and reporting to ensure customer satisfaction.
- Identify cross-selling opportunities for other financial products such as AIFs, PMS, MF, etc. to existing clients.
- Monitor market trends and competitor activity to stay ahead in the competition.
Job Requirements :
- 2-12 years of experience in B2C sales or relationship management in the financial services industry.
- Robust understanding of mutual funds sales, including direct channel distribution channels.
- Excellent client engagement skills with ability to build long-term relationships with high net worth individuals.
📌 Relationship Manager-CEC (Surat)
🏢 Rekrut India
📍 Surat
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.