RM MF- Customer Engagement for AMC
- Avani Consulting
- 1 to 5 Yrs
- Bengaluru
- 3 years ago
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Job Description
:
Responsibilities:
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
To achieve sales and revenue targets spread across product mix
To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing
and upgrading the Client Net worth relationships
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/Post Graduate/MBA with minimum 1 years of experience from BFSI.Smart MBA/BBA/BA/B.Com/MA/M.Com Fresher having good communication skill & Mutual Fund Knowledge & Understanding Candidates also can apply
Certification (Mandatory): Must be NISM Certified(Can do after selection also)
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 also perform independently
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Investment Banking / M&A
Functional Area: Not Applicable
Role/Responsibilies: RM MF- Customer Engagement for AMC
Contact Details:
Company: Avani ConsultingLocation(s): Bengaluru
Keyskills: nism mutual funds sales mutual funds
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