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| Job Location | Mumbai City |
| Education | Not Mentioned |
| Salary | Not Disclosed |
| Industry | Management Consulting / Strategy |
| Functional Area | Sales / BD,SBU Head / CEO / Director |
| EmploymentType | Full-time |
KEY RESPONSIBILITIES Critical Routine Responsible for maintaining AUM Of Direct Clients (HNIUHNI) Meeting Clients and regularly update on their Portfolio and investment return Leveraging on the relationship with Clients and referencing to add direct clients Cross selling of the IDFC AMC baskets of Investment Products to all direct clients. Advisory on all Investment Products Advisory on investments in alternate schemes based on client s risk appetite ,
Keyskills :
client meetingriskmanagementinvestmentsinvestmentsegregated fundsreferencingsellingrelationship managementamcbasketsseries 65529 planscross sellingseparately managed accountsetfsportfoliomutual fundstranspromoinvestment products