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Relationship Manager - Mutual Fund

1.00 to 5.00 Years   Chennai   30 Mar, 2023
Job LocationChennai
EducationNot Mentioned
SalaryRs 3.0 - 5 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaSecurities TradingInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Relationship Manager Mutual Fund sales for AMCSalary scale 3to 5 LPAExp 1 to 5 yearAge- Max age limit 30Profile should be in sales only.Location- PAN India Metro and tire 2 cities.RM MF Customer Engagement. To up sell AMC MF products to Retail/HNI Clients as per theassigned database, generation of fresh leads through reference to shore up theclientele. Achieving the business targets assigned in terms of up selling AMCProducts, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.

Keyskills :
wealth management servicesthird party liabilitynismmutual funds saleswealth advisory

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