Relationship Manager For Asset Management Company

View: 103

Update day: 06-05-2024

Location: Pune Maharashtra Mumbai Delhi Union Territories

Category: Finance / Bank / Stock Insurance

Industry: Investment Banking Venture Capital Private Equity

Position: Relationship Executive

Job type: Full Time, Permanent

Salary: ₹ 1,00,000 - 5,00,000 P.A.

Experience: 1 - 6 years

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Job content

There is an vacancy in a Position for leading AMC Company . Please find the JD OF Relationship Manager

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 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

If anyone interested please share your resume in given mentioned id

surbhi.kohli@wtgconsultants.in / 9903383257

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