Relationship Manager -Mutual Fund

Post- Relationship Manager

• Job Location - Mumbai -Thane - Navi Mumbai
• Salary range - 15LPA to 18LPA
• Criteria - UPTO 35
• Products -Mutual fund, PMS(Portfolio Management Services), AIF(Alternative Investment Funds)
• Business Module - B2C

Job Role -

• ? To up sell company MF products to Retail/HNI Clients, generation of fresh leads through reference to shore up the clientele.
• ? Achieving the business targets assigned in terms of up selling company 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.

Regards

Indics Solution