Address
Form of workResponsibilities : - To promote all the product line of Client's Mutual Fund - To up sell Client's Mutual Fund products to Retail/HNI Clients - To generate fresh leads and acquire clients through reference to shore up the clientele - To achieve sales and revenue targets spread across product mix - To achieve the business targets assigned in terms of up selling Client's Mutual Fund Products enhancing and upgrading the Client Net worth relationships - Profiling customers and provide Investment plan & financial advice to the client/HNI clients - Ensuring the highest levels of service to the client /HNI clients - One point of contact for the assigned client - To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly/monthly calls Qualification & Experience : Graduate/Post Graduate/MBA with minimum 2 years of experience from BFSI Certification (Mandatory) : Must be NISM Certified Designation : Relationship Manager Desired Skill : - Should posses effective communication and presentation skills - Ability to convince and negotiate with a confident and determined approach - Should be highly self motivated and ambitious in achieving goals - Should be capable of thriving in the competitive market - Should be able to work in team and also perform independently Work Status : Full Time Reporting to : Channel Manager (ref:updazz.com)
