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Relationship Manager - Mutual Fund

2.00 to 7.00 Years   Bangalore   28 Jun, 2023
Job LocationBangalore
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSecurities TradingInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job Description of Relationship ManagerResponsibilities:To promote all the product line of Mutual Fund FOR OURCLIENT 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 l Mutual Fund Products enhancingand 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 clientsthrough regular weekly / monthly callsQualification && Experience: Graduate/Post Graduate/MBA with minimum0.6 years of experience from BFSI/NBFCCertification (Mandatory): Must be NISM Certified(can do after shortlisting also)Designation: Relationship ManagerDesired 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 independentlyWork Status: Full TimeReporting to: Channel ManagerFOR MORE INFORMATION CONTACT OR WATSAPPANUSHA HR:hidden_mobilehidden_email

Keyskills :
dematmutual funds saleshni client handlingb2c salescross sellinglead generationwealth management services

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