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

3.00 to 8.00 Years   Gurugram   15 Aug, 2023
OPTIMUM FUTURE Hiring For Leading AMC(Mutual Funds Company)
Job LocationGurugram
EducationNot Mentioned
SalaryRs 7 - 14 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Urgently Hiring Sr. Relationship Manager For Leading AMC(Mutual Funds Company) - Delhi / NCRDesignation: Sr.Relationship Manager(Wealth Manager)Location: Delhi / NCRCtc - 13 Lacs to 15 LacsExperience 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 description1. To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele2. Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls3. Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling4. Achieving the business targets assigned in terms of up selling MF Products, enhancing and upgrading the Client Net worth relationships5. Profiling customers and provide financial products to meet customer needs6. Ensuring the highest levels of service to the client /HNI customers7. Providing Investment planning and advice8. Achieving sales and revenue targets spread across product mix9. One point contact for the assigned customerIf interested please call hidden_mobile

Keyskills :
affluentwealth managementportfolio managementmutual fundsportfolio managersinvestment portfolioswealth management servicesdelhiburgundy

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