Sr. Relationship Manager For Leading @ Optimum Future Hiring

Job Description

Urgently Hiring Sr. Relationship Manager For Leading AMC(Mutual Funds Company) - Delhi / NCR

Designation: Sr.Relationship Manager(Wealth Manager)
Location: Delhi / NCR
Ctc - 13 Lacs to 15 Lacs
Experience Required: 2-10 Years of experience in Banking, Securities, Mutual Funds Distribution House,, AMC, Burgundy RM, Affluent RM,Wealth Manager,
Candidate must be NISM certified,

Job description
1. 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
2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls
3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling
4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships
5. Profiling customers and provide financial products to meet customer needs
6. Ensuring the highest levels of service to the client /HNI customers
7. Providing Investment planning and advice
8. Achieving sales and revenue targets spread across product mix
9. One point contact for the assigned customer

If interested please call hidden_mobile

Employement Category:

+ View Contact

Keyskills:   affluent wealth management portfolio management mutual funds portfolio managers investment portfolios wealth management services delhi burgundy wealth manager