Affluent Relationship Manager - Mf/Pms (5-15 Yrs)

Hiring For Leading AMC Company - ON Role
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.
- Preference to NISM Certified candidates with experience in managing Retail/HNI
- Clients, with in depth knowledge of Mutual Funds.
- Minimum experience required is 5 years in BFSI and has knowledge on Investment Products(MF/PMS) and Markets