RM Mutual Funds sales to HNI Clients for Asset management Company

Job Description

Job DescriptionCustomer Engagement UHNI/HNI client Handling. 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 sellingAMCProducts, 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 FundsLocation - Delhi NCR/Gorakhpur/Kanpur/Meerut/Dehradun/Ranchi/Siliguri/Bhubaneshwar/Guwahati/Raipur Etc

Keyskills :
premiernismpmsmutual funds salesaifelitenism xxi aimperiahni