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Relationship Manager in Mutual Fund

2.00 to 7.00 Years   Pune   28 Jul, 2023
Job LocationPune
EducationNot Mentioned
SalaryRs 2.0 - 4.5 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    To generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls

Keyskills :
mutual funds salesb2c sales

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