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Pragati Tomar

Consultant at Rightmatch

Last Login: 11 April 2024

Job Views:  
111
Applications:  35
Recruiter Actions:  0

Job Code

1395189

Affluent Relationship Manager - AMC

6 - 14 Years.Ahmedabad/Gujarat
Posted 1 month ago
Posted 1 month ago

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.

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Posted By

user_img

Pragati Tomar

Consultant at Rightmatch

Last Login: 11 April 2024

Job Views:  
111
Applications:  35
Recruiter Actions:  0

Job Code

1395189

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