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Job Location | Bangalore |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Recruitment Services |
Functional Area | Sales / BD |
EmploymentType | Full-time |
Responsibilities of Relationship Manager: - To promote all products of Mutual Fund- 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 & revenue targets spread across product mix- To achieve the business targets assigned in terms of up selling Mutual Fund products; enhancing & upgrading the Client Net worth relationships- Profiling Customers and provide investment plan and 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.,
Keyskills :
salesmarketinginsurancebankingmutualfundsbankinginsurancenethnisellingdistributionManugisticsustomerrelationssalesplannismbusinessinvestmentIBPSOPimplementationDemandManagement