AddressResponsibilities :
1. Promote and enhance the sales of the company's Mutual Fund products to Retail/HNI Clients based on the provided database.
2. Generate fresh leads through references to expand and strengthen the client base.
3. Meet business targets by effectively upselling the company's products and improving client net worth relationships.
4. Profiling customers and recommending financial products that align with their needs.
5. Ensure the delivery of the highest levels of service to both regular and HNI customers.
6. Provide investment planning and advice to clients.
7. Achieve sales and revenue targets across a diverse product mix.
8. Act as the primary point of contact for assigned customers.
9. Acquire and service HNI/UHNI customers.
- Prefer candidates with NISM certification and 3+ years of experience in managing Retail/HNI Clients, possessing in-depth knowledge of Mutual Funds.
- Looking candidates having experience in Mumbai Market.
