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Hiring ||Relationship manager||Mutual funds sales

1.00 to 6.00 Years   Chandigarh   17 May, 2023
Avani Consulting
Job LocationChandigarh
EducationNot Mentioned
SalaryRs 2.0 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job descriptionRoles and ResponsibilitiesResponsibilities:To promote all the product line of Mutual FundTo up sell Mutual Fund products to Retail/HNI ClientsTo generate fresh leads and acquire clients through reference to shore up the clienteleTo achieve sales and revenue targets spread across product mixTo achieve the business targets assigned in terms of up selling Mutual Fund Products enhancingand upgrading the Client Net worth relationshipsProfiling customers and provide Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsOne point of contact for the assigned clientTo 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 minimum 1years of experianceDesired Candidate ProfileCertification (Mandatory): Must be NISM CertifiedQualification & Experience: Graduate/Post Graduate/MBADesired Skill:Should posses effective communication and presentation skillsAbility to convince and negotiate with a confident and determined approachShould be highly self motivated and ambitious in achieving goalsShould be capable of thriving in the competitive marketShould be able to work in team and also perform independentlyWork Status: Full TimePerks and BenefitsCTC 2-7 LPA+Bonus + INcentives

Keyskills :
relationship managementmanagement

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