24 Oct
|
Top Asset Management
|
Mumbai
24 Oct
Top Asset Management
Mumbai
Experience
- 6 to 11 year(More then 6year exprience required) Job location mumbaiAnnual offered salary₹ 7 Lacs to 15Lac
Job description
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