Key Responsibilities Client Relationship Manager
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 new business opportunities
Acquire High Net Worth Individuals (HNIs)
Conduct and organize seminars, workshops, and investor education events
Build solid relationships with key decision-makers at corporates/institutions
Cross-sell and upsell mutual fund products to existing clients
Track market segments for current client acquisition
Pay: ₹25,000.00 - ₹30,000.00 per month
Perks:
Cell phone reimbursement
Commuter assistance
Life insurance