Relationship Manager-DET/CEC AMC Mutual Fund sales company

Roles and 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 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.

Role:Insurance Sales / BD Manager

Salary: 2,00,000 - 7,00,000 P.A.

Industry:Financial Services

Functional AreaBFSI, Investments & Trading

Role CategoryLife Insurance

Employment Type:Full Time, Permanent

Education

UG:Any Graduate