Experience- 5 to 11

Job location mumbaiAnnual offered salary₹ 7 Lacs to 15Lac

Relationship Manager

Responsibilities:-

-  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 AMC Products, enhancing 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.

experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds Preferred candidate profile well experienced with mutual funds, managing portfolios , HNI clients

📌 Wealth Manager (Mumbai)
🏢 Top Asset Management
📍 Mumbai