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Location

Delhi | India

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Job description

Responsibilities :

- To promote all the product line of Client's Mutual Fund

- To up sell Client's 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 Client's 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 2 years of experience from BFSI

Certification (Mandatory) : Must be NISM Certified

Designation : Relationship Manager

Desired Skill :

- Should posses 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

Work Status : Full Time

Reporting to : Channel Manager

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Job tags

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Salary