RM - Mutual Funds - Sales - AMC

Responsibilities

of Relationship Manager

• To promote all the product line of Mutual Fund
• To up sell Mutual Fund products to Retail/HNI Clients.
• To generate fresh leads and acquire clients through reference to shore up the clientele.
• 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/Postgraduate

Designation: Relationship Manager

Desired Skill

• Should possess 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 perform independently.

Work Status: Full Time

Skills: negotiation,amc,b2b sales,mutual funds,b2c sales,mutual fund,communication,client acquisition,financial advice,relationship management,investment,hni,generate fresh leads,presentation,sales