Affluent Relationship Manager - AMC

Company - Leading AMC Company.

Role - Affluent Relationship Manager

Location - Ahmedabad

Broad Responsibilities :

1.To upsell Mutual Fund products to Retail and HNI Clients as per the assigned database.

2.Generate fresh leads through reference.

3.Achieving the business targets assigned in terms of up-selling Products.

4.Provide financial products to meet customer needs

5.Ensuring the highest levels of service to the client /HNI customers

6.Providing Investment planning and advice

7.Achieving sales and revenue targets spread across the product mix.

8.One-point contact for the assigned clients.

9.Acquisition and servicing of HNI/UHNI customers.

10.Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in-depth knowledge of Mutual Funds.