Relationship Manager in Mutual Fund
- Waytogo Consultants
- 2 to 7 Yrs
- Multi-City, India
- 6 months ago
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Job Description
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
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager in Mutual Fund
Keyskills: mutual funds sales b2c sales hni sales
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Waytogo Consultants
WAYTOGO Consultants Pvt Ltd is an organization providing Recruitment solutions and a wide suite of specialist services to our clients- from executive search, selection and specialist staffing to training, consulting and outsourcing in Banking, Insurance, other financial Services, Telecom and Manufac...
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